2023 Form 5500 filing — Kauffman Engineering 401(K) Employee Savings 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 20240806093311NAL0002071233001) for Kauffman Engineering 401(K) Employee Savings Plan, reported by Kauffman Engineering, LLC under EIN 35-1291165 and plan number 001. It reports 753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.6MReported net assets$8,587,600
Participants753
Provider compensation$6.4K1 Schedule C row(s)$6,360
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240806093311NAL0002071233001
Plan sponsor
Kauffman Engineering, LLC
EIN
35-1291165
Plan number
001
Location
Lincolnshire, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$167.7K
Participant$545.2K
Full reported line items
Total assets (EOY)
$8,587,600
Total liabilities (EOY)
$0
Net assets (EOY)
$8,587,600
Employer contributions
$167,670
Participant contributions
$545,163
Total income / additions
$2,068,563
Benefits paid
$2,144,536
Administrative expenses
$9,591
Total expenses
$2,154,127
Net increase / (decrease)
-$85,564
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $6.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240806093311NAL0002071233001 cover?
It is the 2023 Form 5500 filing for Kauffman Engineering 401(K) Employee Savings Plan, reported by Kauffman Engineering, LLC (EIN 35-1291165).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages