2023 Form 5500 filing — Kel-Tec Cnc Industries, Inc. 401(K) 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 20240917135737NAL0004142240001) for Kel-Tec Cnc Industries, Inc. 401(K) Plan, reported by Kel-Tec Cnc Industries, Inc. under EIN 59-3114270 and plan number 001. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917135737NAL0004142240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kel-Tec Cnc Industries, Inc.
- EIN
- 59-3114270
- Plan number
- 001
- Location
- Cocoa, FL
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,177,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,177,879
- Employer contributions
- $227,034
- Participant contributions
- $462,465
- Total income / additions
- $1,390,653
- Benefits paid
- $285,039
- Administrative expenses
- $14,126
- Total expenses
- $299,227
- Net increase / (decrease)
- $1,091,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | ADVISOR | $0 | $20,239 |
| Fidelity Investments Institutional | RECORDKEEPER | $14,126 | $0 |