2023 Form 5500 filing — Compton Kottke Savings And Profit Share 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 20241011162818NAL0022330241001) for Compton Kottke Savings And Profit Share Plan, reported by Compton Kottke & Associates Psc under EIN 61-1031917 and plan number 003. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011162818NAL0022330241001
Plan sponsor
Compton Kottke & Associates Psc
EIN
61-1031917
Plan number
003
Location
Louisville, KY
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.

Money in vs. money out
Total income / additions$1.6K
Total expenses$21.5K
Benefits paid / distributions$21.5K
Full reported line items
Total assets (EOY)
$0
Net assets (EOY)
$0
Total income / additions
$1,585
Benefits paid
$21,484
Total expenses
$21,484
Net increase / (decrease)
-$19,899

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011162818NAL0022330241001 cover?
It is the 2023 Form 5500 filing for Compton Kottke Savings And Profit Share Plan, reported by Compton Kottke & Associates Psc (EIN 61-1031917).
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