2023 Form 5500 filing — Kohlberg & Co. LLC Employee Savings And Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927140955NAL0003933296001) for Kohlberg & Co. LLC Employee Savings And Profit Sharing Plan, reported by Kohlberg & Co., LLC under EIN 13-3850539 and plan number 001. It reports 107 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927140955NAL0003933296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kohlberg & Co., LLC
- EIN
- 13-3850539
- Plan number
- 001
- Location
- Mount Kisco, NY
- Participants
- 107
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,271,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,271,338
- Employer contributions
- $2,156,958
- Participant contributions
- $1,729,032
- Total income / additions
- $11,852,558
- Benefits paid
- $1,154,467
- Administrative expenses
- -$51,324
- Total expenses
- $1,103,143
- Net increase / (decrease)
- $10,749,415
- Schedule source
- Schedule I