Plan5500

Michael Kalus Md Profit Sharing & 401k Plan — Form 5500 plan (Michael Kalus Md)

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, Michael Kalus Md Profit Sharing & 401k Plan is a benefit plan reported by Michael Kalus Md under EIN 34-1590638 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $3,030,463 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3MPlan net assets, end of year$3,030,463
Participants8Covered participants reported
Assets / participant$378.8KComputed: assets ÷ participants$378,808 (computed)
Provider compensationNone reported
Plan sponsor
Michael Kalus Md
EIN
34-1590638
Plan number
001
Plan type
2
Location
Warrensville Hts, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    8 participants · 2Sch I
    View filing →
  2. 2023
    9 participants · 2Sch I
    View filing →
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)$3M total assets
Net assets$3MLiabilities—
Money in vs. money out
Total income / additions$305.3K
Total expenses$176.1K
Benefits paid / distributions$176.1K
Contributions
Employer$15.7K
Participant$43K
Full reported line items

Net assets

Total assets (EOY)
$3,030,463
Net assets (EOY)
$3,030,463
Net assets (BOY)
$2,901,262

Income & contributions

Employer contributions
$15,748
Participant contributions
$42,974
Total income / additions
$305,275

Expenses & distributions

Benefits paid
$176,074
Total expenses
$176,074
Net increase / (decrease)
$129,201
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 27%Participant 73%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Schedule C

Service provider compensation

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

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

Related Form 5500 pages