2023 Form 5500 filing — Cummings, Keegan & Co. Pllp 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 20250421094506NAL0005063472001) for Cummings, Keegan & Co. Pllp Profit Sharing Plan, reported by Cummings Keegan & Co Pllp under EIN 41-1227298 and plan number 002. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,622,822
Participants39
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250421094506NAL0005063472001
Plan sponsor
Cummings Keegan & Co Pllp
EIN
41-1227298
Plan number
002
Location
St. Louis Park, MN
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)$7.6M total assets
Net assets$7.6MLiabilities
Money in vs. money out
Total income / additions$2M
Total expenses$196.9K
Benefits paid / distributions$144.4K
Contributions
Employer$19.1K
Participant$410.1K
Full reported line items
Total assets (EOY)
$7,622,822
Net assets (EOY)
$7,622,822
Employer contributions
$19,104
Participant contributions
$410,054
Total income / additions
$2,047,817
Benefits paid
$144,355
Administrative expenses
$52,579
Total expenses
$196,934
Net increase / (decrease)
$1,850,883

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250421094506NAL0005063472001 cover?
It is the 2023 Form 5500 filing for Cummings, Keegan & Co. Pllp Profit Sharing Plan, reported by Cummings Keegan & Co Pllp (EIN 41-1227298).
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