Kahn, Litwin, Renza & Co., Ltd. 401(K) Retirement Plan — Form 5500 plan (Kahn, Litwin, Renza & Co., Ltd.)
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, Kahn, Litwin, Renza & Co., Ltd. 401(K) Retirement Plan is a benefit plan reported by Kahn, Litwin, Renza & Co., Ltd. under EIN 05-0409384 and plan number 002. The latest loaded filing year is 2023. The filing reports 356 participants and $41,869,194 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$41.9MPlan net assets, end of year$41,869,194
Participants356Covered participants reported
Assets / participant$117.6KComputed: assets ÷ participants$117,610 (computed)
Provider compensation$72.2K3 Schedule C provider row(s)$72,242
- Plan sponsor
- Kahn, Litwin, Renza & Co., Ltd.
- EIN
- 05-0409384
- Plan number
- 002
- Plan type
- 2
- Location
- Providence, RI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 356 | H, C | 20240910114858NAL0006814545001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$41.9M total assets
Net assets$41.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $41,869,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,869,194
- Net assets (BOY)
- $34,518,861
Income & contributions
- Employer contributions
- $713,562
- Participant contributions
- $3,409,069
- Total contributions
- $4,217,803
- Total income / additions
- $10,666,716
Expenses & distributions
- Benefits paid
- $3,244,141
- Administrative expenses
- $72,242
- Total expenses
- $3,316,383
- Net increase / (decrease)
- $7,350,333
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
17%83%
Employer 17%Participant 83%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Invest Inst Oper Co Inc | RECORDKEEPER | $54,251 | $0 | 2023 |
| Global Retirement Partners LLC | PLAN ADMINISTRATOR | $11,250 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | PLAN ADMINISTRATOR | $6,741 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kahn, Litwin, Renza & Co., Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Providence, RI
- Fidelity Invest Inst Oper Co Inc — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation