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, Kassouf & Co., Inc. 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Kassouf & Co., Inc. under EIN 63-0590670 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $22,685,388 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,685,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,685,388
- Net assets (BOY)
- $17,504,821
Income & contributions
- Employer contributions
- $395,117
- Participant contributions
- $813,724
- Total contributions
- $1,226,455
- Total income / additions
- $5,539,357
Expenses & distributions
- Benefits paid
- $292,179
- Administrative expenses
- $66,611
- Total expenses
- $358,790
- Net increase / (decrease)
- $5,180,567