Kaufman & Cerceo Profit Sharing Plan — Form 5500 plan (Jeanie Frances Kaufman, Dds And Chris Allen Cerceo, Dds, 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, Kaufman & Cerceo Profit Sharing Plan is a benefit plan reported by Jeanie Frances Kaufman, Dds And Chris Allen Cerceo, Dds, Inc. under EIN 95-3644783 and plan number 004. The latest loaded filing year is 2023. The filing reports 4 participants and $3,231 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeanie Frances Kaufman, Dds And Chris Allen Cerceo, Dds, Inc.
- EIN
- 95-3644783
- Plan number
- 004
- Plan type
- 2
- Location
- South Lake Tahoe, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241014170655NAL0013667091001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,231
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,231
- Net assets (BOY)
- $5,014
Income & contributions
- Total income / additions
- $0
Expenses & distributions
- Benefits paid
- $1,783
- Total expenses
- $1,783
- Net increase / (decrease)
- -$1,783
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.