2023 Form 5500 filing — Kay Automotive Graphics Tax Deferred Savings Plan & Trust
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 20240923082759NAL0004069923001) for Kay Automotive Graphics Tax Deferred Savings Plan & Trust, reported by Kay Automotive Graphics under EIN 38-1919969 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923082759NAL0004069923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kay Automotive Graphics
- EIN
- 38-1919969
- Plan number
- 001
- Location
- Lake Orion, MI
- Participants
- 422
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $245,103
- Participant contributions
- $1,223,400
- Total income / additions
- $6,450,118
- Benefits paid
- $3,077,978
- Administrative expenses
- $83,850
- Total expenses
- $3,199,418
- Net increase / (decrease)
- $3,250,700
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,694 | $0 |
| Osaic Wealth, Inc. | INVESTMENT ADVISORY | $34,156 | $7 |