2023 Form 5500 filing — Kaiser 401(K) Profit Sharing 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 20241001150712NAL0003398499001) for Kaiser 401(K) Profit Sharing Plan, reported by Kaiser Midwest, Inc. under EIN 43-1597251 and plan number 003. It reports 144 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001150712NAL0003398499001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaiser Midwest, Inc.
- EIN
- 43-1597251
- Plan number
- 003
- Location
- Marble Hill, MO
- Participants
- 144
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,040,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,040,893
- Employer contributions
- $2,738,727
- Participant contributions
- $855,751
- Total income / additions
- $11,265,271
- Benefits paid
- $1,348,539
- Administrative expenses
- $142,918
- Total expenses
- $1,491,457
- Net increase / (decrease)
- $9,773,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Assoc | RIA | $83,491 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,180 | $0 |