Kerzner Associates 401(K) Plan — Form 5500 plan (Kerzner Associates, P.C.)
Plain-English plan 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, Kerzner Associates 401(K) Plan is a benefit plan reported by Kerzner Associates, P.C. under EIN 04-2971397 and plan number 004. The latest loaded filing year is 2023. The filing reports 22 participants and $1,295,078 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kerzner Associates, P.C.
- EIN
- 04-2971397
- Plan number
- 004
- Plan type
- 2
- Location
- Foxboro, MA
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $1,295,078
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20240517123219NAL0036547299001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,295,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,295,078
- Net assets (BOY)
- $1,057,239
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $121,230
- Total income / additions
- $340,292
Expenses & distributions
- Benefits paid
- $102,063
- Administrative expenses
- $390
- Total expenses
- $102,453
- Net increase / (decrease)
- $237,839
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.