2023 Form 5500 filing — Ken Caryl Glass, 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 20241007125227NAL0015183745001) for Ken Caryl Glass, Inc. 401(K) Plan, reported by Ken Caryl Glass, Inc. under EIN 84-1036870 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007125227NAL0015183745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ken Caryl Glass, Inc.
- EIN
- 84-1036870
- Plan number
- 001
- Location
- Littleton, CO
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,067,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,067,495
- Employer contributions
- $263,058
- Participant contributions
- $451,459
- Total income / additions
- $2,043,987
- Benefits paid
- $412,667
- Administrative expenses
- $66,583
- Total expenses
- $479,250
- Net increase / (decrease)
- $1,564,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | NONE | $34,157 | $0 |
| Tfa Transamerica Capital, Inc. | INVESTMENT ADVISOR | $32,426 | not reported in the loaded dataset |