2023 Form 5500 filing — The Ron Kaufman Companies LLC 401(K) 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 20241008001542NAL0015944257001) for The Ron Kaufman Companies LLC 401(K) Plan, reported by The Ron Kaufman Companies, LLC under EIN 65-1227829 and plan number 001. 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)$4MReported net assets$3,991,558
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008001542NAL0015944257001
Plan sponsor
The Ron Kaufman Companies, LLC
EIN
65-1227829
Plan number
001
Location
San Francisco, 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)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$676.5K
Total expenses$2.1K
Benefits paid / distributions$0
Contributions
Employer$60.4K
Participant$38.8K
Full reported line items
Total assets (EOY)
$3,991,558
Total liabilities (EOY)
$0
Net assets (EOY)
$3,991,558
Employer contributions
$60,393
Participant contributions
$38,800
Total income / additions
$676,502
Benefits paid
$0
Administrative expenses
$2,063
Total expenses
$2,063
Net increase / (decrease)
$674,439

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008001542NAL0015944257001 cover?
It is the 2023 Form 5500 filing for The Ron Kaufman Companies LLC 401(K) Plan, reported by The Ron Kaufman Companies, LLC (EIN 65-1227829).
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