2023 Form 5500 filing — Kaufman & Cerceo 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 20241014170655NAL0013667091001) for Kaufman & Cerceo Profit Sharing Plan, reported by Jeanie Frances Kaufman, Dds And Chris Allen Cerceo, Dds, Inc. under EIN 95-3644783 and plan number 004. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.2KReported net assets$3,231
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241014170655NAL0013667091001
- Plan sponsor
- Jeanie Frances Kaufman, Dds And Chris Allen Cerceo, Dds, Inc.
- EIN
- 95-3644783
- Plan number
- 004
- Location
- South Lake Tahoe, CA
- Received date
- not reported in the loaded dataset
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)$3.2K total assets
Net assets$3.2KLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,231
- Total income / additions
- $0
- Benefits paid
- $1,783
- Total expenses
- $1,783
- Net increase / (decrease)
- -$1,783