2023 Form 5500 filing — Kovatch Castings, Inc. 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 20241009141708NAL0033002016001) for Kovatch Castings, Inc. 401(K) Profit Sharing Plan, reported by Kovatch Castings under EIN 34-1198748 and plan number 001. It reports 193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141708NAL0033002016001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kovatch Castings
- EIN
- 34-1198748
- Plan number
- 001
- Location
- Uniontown, OH
- Participants
- 193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,647,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,647,812
- Employer contributions
- $304,210
- Participant contributions
- $535,772
- Total income / additions
- $2,656,469
- Benefits paid
- $669,945
- Administrative expenses
- $47,453
- Total expenses
- $717,398
- Net increase / (decrease)
- $1,939,071
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kovatch Castings, Inc. | AUDITOR | $13,621 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $12,490 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $11,917 | not reported in the loaded dataset |
| Trinity Pension Consultants Inc. | CONTRACT ADMIN | $7,240 | not reported in the loaded dataset |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $2,154 | not reported in the loaded dataset |