Mark D Kalish 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Mark D Kalish)
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, Mark D Kalish 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Mark D Kalish under EIN 20-0485511 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $1,042,357 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mark D Kalish
- EIN
- 20-0485511
- Plan number
- 002
- Plan type
- 2
- Location
- Goshen, NY
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $1,042,357
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241007141905NAL0008951891001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,042,357
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,042,357
- Net assets (BOY)
- $640,512
Income & contributions
- Employer contributions
- $41,337
- Participant contributions
- $31,750
- Total income / additions
- $401,942
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $97
- Total expenses
- $97
- Net increase / (decrease)
- $401,845
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.