2023 Form 5500 filing — Kaye Corporation Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718052937NAL0010971618001) for Kaye Corporation Retirement Plan, reported by Kaye Corporation under EIN 41-1423463 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718052937NAL0010971618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaye Corporation
- EIN
- 41-1423463
- Plan number
- 001
- Location
- North Mankato, MN
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,017,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,017,180
- Employer contributions
- $339,950
- Participant contributions
- $715,514
- Total income / additions
- $2,742,662
- Benefits paid
- $471,461
- Administrative expenses
- $35,515
- Total expenses
- $524,762
- Net increase / (decrease)
- $2,217,900
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $30,789 | $0 |
| Adp, Inc. | RECORD KEEPER | $4,726 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |