2023 Form 5500 filing — Kk Employees Profit Sharing 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 20240928115340NAL0001970227001) for Kk Employees Profit Sharing 401(K) Plan, reported by Kkhc, Inc. under EIN 20-5236515 and plan number 001. It reports 159 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)$6.5MReported net assets$6,535,602
Participants159
Provider compensation$58.3K3 Schedule C row(s)$58,324
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240928115340NAL0001970227001
- Plan sponsor
- Kkhc, Inc.
- EIN
- 20-5236515
- Plan number
- 001
- Location
- Menominee, MI
- Received date
- not reported in the loaded dataset
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)$6.5M total assets
Net assets$6.5MLiabilities$253
Full reported line items
- Total assets (EOY)
- $6,535,855
- Total liabilities (EOY)
- $253
- Net assets (EOY)
- $6,535,602
- Employer contributions
- $363,664
- Participant contributions
- $512,446
- Total income / additions
- $1,772,375
- Benefits paid
- $920,791
- Administrative expenses
- $52,573
- Total expenses
- $973,364
- Net increase / (decrease)
- $799,011
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISOR | $26,576 | $0 |
| Empower Annuity Inc. Co Of America | RECORDKEEPER | $22,547 | $0 |
| Blue Chip Retirement Plans, Inc. | TPA | $3,450 | $5,751 |