Winkler Kurtz, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Winkler Kurtz, Llp)
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, Winkler Kurtz, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Winkler Kurtz, Llp under EIN 11-2868840 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $1,256,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winkler Kurtz, Llp
- EIN
- 11-2868840
- Plan number
- 001
- Plan type
- 2
- Location
- Port Jefferson Station, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20240513130900NAL0043809920001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,256,137
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,256,137
- Net assets (BOY)
- $828,738
Income & contributions
- Employer contributions
- $26,959
- Participant contributions
- $81,354
- Total income / additions
- $447,635
Expenses & distributions
- Benefits paid
- $20,223
- Administrative expenses
- $13
- Total expenses
- $20,236
- Net increase / (decrease)
- $427,399
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.