2023 Form 5500 filing — Katun Corporation Employee Retirement Benefit And 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 20241009153201NAL0010785363001) for Katun Corporation Employee Retirement Benefit And Savings Plan, reported by Katun Corporation under EIN 41-1335933 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
- 20241009153201NAL0010785363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Katun Corporation
- EIN
- 41-1335933
- Plan number
- 002
- Location
- Minneapolis, MN
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,653,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,653,088
- Employer contributions
- $140,446
- Participant contributions
- $548,857
- Total income / additions
- $5,106,191
- Benefits paid
- $2,379,976
- Administrative expenses
- $52,093
- Total expenses
- $2,432,069
- Net increase / (decrease)
- $2,674,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,417 | not reported in the loaded dataset |
| Christensen Group Financial LLC | ADVISOR | $25,000 | not reported in the loaded dataset |