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, Kopka, Pinkus & Dolin Employee Savings & Retirement Plan is a benefit plan reported by Kopka, Pinkus & Dolin, Pc under EIN 04-3597929 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $20,431,399 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,431,399
- Net assets (EOY)
- $20,431,399
- Net assets (BOY)
- $16,727,239
Income & contributions
- Employer contributions
- $180,148
- Participant contributions
- $1,927,002
- Total contributions
- $2,390,454
- Total income / additions
- $5,322,797
Expenses & distributions
- Benefits paid
- $1,555,456
- Administrative expenses
- $91,075
- Total expenses
- $1,618,637
- Net increase / (decrease)
- $3,704,160