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, Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust is a benefit plan reported by Kapnick And Company, Inc. Dba Kapnick Insurance Group under EIN 38-1902430 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $34,613,146 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,613,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,613,146
- Net assets (BOY)
- $27,738,590
Income & contributions
- Employer contributions
- $1,025,215
- Participant contributions
- $1,453,100
- Total contributions
- $3,062,465
- Total income / additions
- $8,181,387
Expenses & distributions
- Benefits paid
- $1,187,306
- Administrative expenses
- $119,525
- Total expenses
- $1,306,831
- Net increase / (decrease)
- $6,874,556