2023 Form 5500 filing — Paul Kott Realtors, Inc. 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 20250421125313NAL0001545699001) for Paul Kott Realtors, Inc. Profit Sharing Plan, reported by Paul Kott Realtors, Inc. under EIN 33-0049953 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.3MReported net assets$3,336,071
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250421125313NAL0001545699001
Plan sponsor
Paul Kott Realtors, Inc.
EIN
33-0049953
Plan number
002
Location
Anaheim, CA
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)$3.3M total assets
Net assets$3.3MLiabilities
Money in vs. money out
Total income / additions$298.4K
Total expenses$12.9K
Benefits paid / distributionsNot reported
Contributions
Employer$18.1K
Participant$5.4K
Full reported line items
Total assets (EOY)
$3,336,071
Net assets (EOY)
$3,336,071
Employer contributions
$18,117
Participant contributions
$5,400
Total income / additions
$298,428
Total expenses
$12,875
Net increase / (decrease)
$285,553

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250421125313NAL0001545699001 cover?
It is the 2023 Form 5500 filing for Paul Kott Realtors, Inc. Profit Sharing Plan, reported by Paul Kott Realtors, Inc. (EIN 33-0049953).
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