Krazan & Assoc. 401(K) Profit Sharing Plan — Form 5500 plan (Krazan & Associates, Inc.)

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, Krazan & Assoc. 401(K) Profit Sharing Plan is a benefit plan reported by Krazan & Associates, Inc. under EIN 77-0039491 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $16,053,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Krazan & Associates, Inc.
EIN
77-0039491
Plan number
001
Plan type
2
Location
Clovis, CA
Latest filing year
2023
Participants
345
End-of-year plan assets
$16,053,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20250331142730NAL0005601089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,053,516
Total liabilities (EOY)
$0
Net assets (EOY)
$16,053,516
Net assets (BOY)
$13,746,168

Income & contributions

Employer contributions
$250,000
Participant contributions
$896,717
Total contributions
$1,166,833
Total income / additions
$3,916,442

Expenses & distributions

Benefits paid
$1,521,531
Administrative expenses
$87,563
Total expenses
$1,609,094
Net increase / (decrease)
$2,307,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lc Morgan StanleyNONE$36,448not reported in the loaded dataset2023
Ascensus LLCNONE$29,335$02023
Moss Adams LlpNONE$21,780not reported in the loaded dataset2023

Related Form 5500 pages