2023 Form 5500 filing — Kappy'S Retirement And 401(K) 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 20240927104205NAL0001155267001) for Kappy'S Retirement And 401(K) Savings Plan, reported by Everett Management Corporation under EIN 04-2550501 and plan number 002. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927104205NAL0001155267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Everett Management Corporation
- EIN
- 04-2550501
- Plan number
- 002
- Location
- Everett, MA
- Participants
- 187
- 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
- $102,209
- Participant contributions
- $439,317
- Total income / additions
- $1,218,877
- Benefits paid
- $1,756,639
- Administrative expenses
- $57,115
- Total expenses
- $1,862,020
- Net increase / (decrease)
- -$643,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gosselin Consulting Group LLC | CONSULTING | $26,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,971 | $0 |
| Caron & Bletzer, Pllc | AUDITOR | $8,075 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,342 | not reported in the loaded dataset |