Kallman Associates Profit Sharing Retirement Plan — Form 5500 plan (Kallman Associates 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, Kallman Associates Profit Sharing Retirement Plan is a benefit plan reported by Kallman Associates Inc under EIN 22-3192192 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $2,412,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kallman Associates Inc
- EIN
- 22-3192192
- Plan number
- 001
- Plan type
- 2
- Location
- Franklin Lakes, NJ
- Latest filing year
- 2023
- Participants
- 10
- End-of-year plan assets
- $2,412,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10 | I | 20240829103007NAL0012983073001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,412,206
- Net assets (EOY)
- $2,412,206
- Net assets (BOY)
- $2,114,430
Income & contributions
- Employer contributions
- $116,861
- Total income / additions
- $297,776
Expenses & distributions
- Net increase / (decrease)
- $297,776
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.