Kizanis & Liscombe Ea'S Incorporated 401k — Form 5500 plan (Kizanis & Liscombe Ea'S Incorporated)

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, Kizanis & Liscombe Ea'S Incorporated 401k is a benefit plan reported by Kizanis & Liscombe Ea'S Incorporated under EIN 47-2528611 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $2,612,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kizanis & Liscombe Ea'S Incorporated
EIN
47-2528611
Plan number
001
Plan type
2
Location
Arroyo Grande, CA
Latest filing year
2023
Participants
9
End-of-year plan assets
$2,612,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239I20240903184451NAL0034876848001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$2,612,631
Total liabilities (EOY)
$0
Net assets (EOY)
$2,612,631
Net assets (BOY)
$2,359,961

Income & contributions

Employer contributions
$9,607
Participant contributions
$5,400
Total income / additions
$298,923

Expenses & distributions

Benefits paid
$46,228
Administrative expenses
$25
Total expenses
$46,253
Net increase / (decrease)
$252,670

Service provider compensation (Schedule C)

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

Related Form 5500 pages