2023 Form 5500 filing — Kirkiles & Kotiadis Llp Employee 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 20241217193850NAL0002440385001) for Kirkiles & Kotiadis Llp Employee Profit Sharing Plan, reported by Kirkiles & Kotiadis Llp under EIN 13-4037614 and plan number 002. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.8MReported net assets$9,839,383
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241217193850NAL0002440385001
Plan sponsor
Kirkiles & Kotiadis Llp
EIN
13-4037614
Plan number
002
Location
Albertson, NY
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)$9.8M total assets
Net assets$9.8MLiabilities
Money in vs. money out
Total income / additions$1.8M
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$71K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$9,839,383
Net assets (EOY)
$9,839,383
Employer contributions
$70,973
Total income / additions
$1,751,991
Net increase / (decrease)
$1,751,991

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241217193850NAL0002440385001 cover?
It is the 2023 Form 5500 filing for Kirkiles & Kotiadis Llp Employee Profit Sharing Plan, reported by Kirkiles & Kotiadis Llp (EIN 13-4037614).
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