Kinnamon & Associates Ltd Profit Sharing Plan — Form 5500 plan (Kinnamon & Associates, Ltd.)
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, Kinnamon & Associates Ltd Profit Sharing Plan is a benefit plan reported by Kinnamon & Associates, Ltd. under EIN 36-2808247 and plan number 001. The latest loaded filing year is 2023. The filing reports 6 participants and $3,654,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kinnamon & Associates, Ltd.
- EIN
- 36-2808247
- Plan number
- 001
- Plan type
- 2
- Location
- Barrington, IL
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $3,654,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240625140008NAL0010803280001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,654,481
- Net assets (EOY)
- $3,654,481
- Net assets (BOY)
- $2,703,369
Income & contributions
- Employer contributions
- $56,336
- Total income / additions
- $1,041,845
Expenses & distributions
- Benefits paid
- $90,733
- Total expenses
- $90,733
- Net increase / (decrease)
- $951,112
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.