2023 Form 5500 filing — Kase Equipment 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 20240726092114NAL0010061747001) for Kase Equipment Corporation Retirement Plan, reported by Kase Equipment Corporation under EIN 34-0946425 and plan number 001. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240726092114NAL0010061747001
Filing year
2023
Form type
2
Plan sponsor
Kase Equipment Corporation
EIN
34-0946425
Plan number
001
Location
Valley View, OH
Participants
42
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,379,215
Total liabilities (EOY)
$0
Net assets (EOY)
$5,379,215
Employer contributions
$14,778
Participant contributions
$147,780
Total income / additions
$927,371
Benefits paid
$69,752
Administrative expenses
$210
Total expenses
$69,962
Net increase / (decrease)
$857,409
Schedule source
Schedule I

Related Form 5500 pages