2023 Form 5500 filing — Kleinert, Kutz & Assoc Hand Care Ctr, Pllc 401(K) Psp

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 20241101191719NAL0002648851001) for Kleinert, Kutz & Assoc Hand Care Ctr, Pllc 401(K) Psp, reported by Kleinert, Kutz & Associates Hand Care Ctr, Pllc under EIN 61-0572253 and plan number 008. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,069,140
Participants173
Provider compensation$8.6K1 Schedule C row(s)$8,592
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241101191719NAL0002648851001
Plan sponsor
Kleinert, Kutz & Associates Hand Care Ctr, Pllc
EIN
61-0572253
Plan number
008
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities
Money in vs. money out
Total income / additions$2.7M
Total expenses$3.1M
Benefits paid / distributions$3.1M
Contributions
Employer$226.6K
Participant$494.7K
Full reported line items
Total assets (EOY)
$13,069,140
Net assets (EOY)
$13,069,140
Employer contributions
$226,582
Participant contributions
$494,743
Total income / additions
$2,708,440
Benefits paid
$3,106,330
Administrative expenses
$14,876
Total expenses
$3,121,206
Net increase / (decrease)
-$412,766
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER ADVISOR · Direct $8.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241101191719NAL0002648851001 cover?
It is the 2023 Form 5500 filing for Kleinert, Kutz & Assoc Hand Care Ctr, Pllc 401(K) Psp, reported by Kleinert, Kutz & Associates Hand Care Ctr, Pllc (EIN 61-0572253).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages