Serendipity Kidd Investments, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Serendipity Kidd Investments, 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, Serendipity Kidd Investments, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Serendipity Kidd Investments, Inc. under EIN 92-0475068 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $173,921 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Serendipity Kidd Investments, Inc.
- EIN
- 92-0475068
- Plan number
- 001
- Plan type
- 2
- Location
- Argyle, TX
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $173,921
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240808143602NAL0002868067001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $173,921
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $173,921
- Net assets (BOY)
- $179,588
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- -$5,667
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- -$5,667
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.