Kemper Cpa Group Llp Employees Profit Sharing Plan — Form 5500 plan (Kemper Cpa Group Llp)
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, Kemper Cpa Group Llp Employees Profit Sharing Plan is a benefit plan reported by Kemper Cpa Group Llp under EIN 37-0818432 and plan number 001. The latest loaded filing year is 2023. The filing reports 478 participants and $75,786,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kemper Cpa Group Llp
- EIN
- 37-0818432
- Plan number
- 001
- Plan type
- 2
- Location
- Robinson, IL
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $75,786,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H, C | 20241211110808NAL0023213074001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $75,786,955
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $75,786,955
- Net assets (BOY)
- $66,503,569
Income & contributions
- Employer contributions
- $2,014,519
- Participant contributions
- $2,151,712
- Total contributions
- $4,637,944
- Total income / additions
- $12,980,676
Expenses & distributions
- Benefits paid
- $3,479,885
- Administrative expenses
- $217,405
- Total expenses
- $3,697,290
- Net increase / (decrease)
- $9,283,386
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mh Cpa Pllc | NONE | $12,000 | not reported in the loaded dataset | 2023 |