2023 Form 5500 filing — Law Offices Of James M. Kilkowski 401(K) 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 20241007192926NAL0031775506001) for Law Offices Of James M. Kilkowski 401(K) Profit Sharing Plan, reported by Law Offices Of James M. Kilkowski under EIN 84-3092343 and plan number 002. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.3MReported net assets$1,317,966
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007192926NAL0031775506001
Plan sponsor
Law Offices Of James M. Kilkowski
EIN
84-3092343
Plan number
002
Location
El Segundo, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions-$106.6K
Total expenses$63.3K
Benefits paid / distributions$55K
Contributions
Employer$40K
Participant$30K
Full reported line items
Total assets (EOY)
$1,317,966
Total liabilities (EOY)
$0
Net assets (EOY)
$1,317,966
Employer contributions
$40,000
Participant contributions
$30,000
Total income / additions
-$106,599
Benefits paid
$55,016
Administrative expenses
$8,277
Total expenses
$63,293
Net increase / (decrease)
-$169,892

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007192926NAL0031775506001 cover?
It is the 2023 Form 5500 filing for Law Offices Of James M. Kilkowski 401(K) Profit Sharing Plan, reported by Law Offices Of James M. Kilkowski (EIN 84-3092343).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages