Kulzer & Dipadova, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Kulzer & Dipadova, P.A.)

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, Kulzer & Dipadova, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Kulzer & Dipadova, P.A. under EIN 22-2048081 and plan number 002. The latest loaded filing year is 2023. The filing reports 37 participants and $22,335,786 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$22.3MPlan net assets, end of year$22,335,786
Participants37Covered participants reported
Assets / participant$603.7KComputed: assets ÷ participants$603,670 (computed)
Provider compensationNone reported
Plan sponsor
Kulzer & Dipadova, P.A.
EIN
22-2048081
Plan number
002
Plan type
2
Location
Haddonfield, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337I20240613135812NAL0030616321002
Schedule I · 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)$22.3M total assets
Net assets$22.3MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$972.9K
Benefits paid / distributions$890K
Contributions
Employer$115K
Participant$250.9K
Full reported line items

Net assets

Total assets (EOY)
$22,335,786
Total liabilities (EOY)
$0
Net assets (EOY)
$22,335,786
Net assets (BOY)
$20,013,070

Income & contributions

Employer contributions
$115,000
Participant contributions
$250,874
Total income / additions
$3,295,593

Expenses & distributions

Benefits paid
$890,036
Administrative expenses
$82,841
Total expenses
$972,877
Net increase / (decrease)
$2,322,716
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 31%Participant 69%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income27%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages