Plan5500

P. Kaufmann Employees' 401(K) Profit-Sharing Trust — Form 5500 plan (P. Kaufmann, Inc.)

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, P. Kaufmann Employees' 401(K) Profit-Sharing Trust is a benefit plan reported by P. Kaufmann, Inc. under EIN 13-5669968 and plan number 002. The latest loaded filing year is 2023. The filing reports 289 participants and $67,835,761 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$67.8MPlan net assets, end of year$67,835,761
Participants289Covered participants reported
Assets / participant$234.7KComputed: assets ÷ participants$234,726 (computed)
Provider compensation$14.5K2 Schedule C provider row(s)$14,465
Plan sponsor
P. Kaufmann, Inc.
EIN
13-5669968
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    289 participants · 2Sch HSch C
    View filing →
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)$67.8M total assets
Net assets$67.8MLiabilities$0
Money in vs. money out
Total income / additions$12M
Total expenses$4.6M
Benefits paid / distributions$4.5M
Contributions
Employer$500K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$67,835,761
Total liabilities (EOY)
$0
Net assets (EOY)
$67,835,761
Net assets (BOY)
$60,469,603

Income & contributions

Employer contributions
$500,000
Participant contributions
$1,266,380
Total contributions
$1,871,658
Total income / additions
$12,007,010

Expenses & distributions

Benefits paid
$4,530,839
Administrative expenses
$110,013
Total expenses
$4,640,852
Net increase / (decrease)
$7,366,158
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.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Morningstar Investment Management$7.5K
    SERVICE PROVIDER · Direct $7.5K
  2. 2
    Morningstar$7K
    SERVICE PROVIDER · Direct $0 · Indirect $7K

What to inspect next

Frequently asked questions

Who sponsors the P. Kaufmann Employees' 401(K) Profit-Sharing Trust?
P. Kaufmann Employees' 401(K) Profit-Sharing Trust is reported as sponsored by P. Kaufmann, Inc. (EIN 13-5669968, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for P. Kaufmann Employees' 401(K) Profit-Sharing Trust?
The latest Form 5500 filing year loaded for P. Kaufmann Employees' 401(K) Profit-Sharing Trust is 2023.
How many participants does P. Kaufmann Employees' 401(K) Profit-Sharing Trust report?
P. Kaufmann Employees' 401(K) Profit-Sharing Trust reports 289 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for P. Kaufmann Employees' 401(K) Profit-Sharing Trust?
P. Kaufmann Employees' 401(K) Profit-Sharing Trust reports $67,835,761 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages