2023 Form 5500 filing — K & B Machine Works, LLC 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 20241010092029NAL0009847539001) for K & B Machine Works, LLC 401(K) Profit Sharing Plan, reported by K & B Machine Works, LLC under EIN 26-2531023 and plan number 001. It reports 442 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)$15.6MReported net assets$15,601,701
Participants442
Provider compensation$61.9K3 Schedule C row(s)$61,866
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010092029NAL0009847539001
- Plan sponsor
- K & B Machine Works, LLC
- EIN
- 26-2531023
- Plan number
- 001
- Location
- Schriever, LA
- 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)$15.6M total assets
Net assets$15.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,601,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,601,701
- Employer contributions
- $921,280
- Participant contributions
- $1,485,589
- Total income / additions
- $4,612,546
- Benefits paid
- $449,685
- Administrative expenses
- $38,195
- Total expenses
- $495,670
- Net increase / (decrease)
- $4,116,876
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Martin And Pellegrin, Cpas | ACCOUNTANT/AUDITOR | $26,000 | not reported in the loaded dataset |
| Lpl Financial LLC | ADVISOR | $0 | $23,671 |
| Fidelity Investments Institutional | RECORDKEEPER | $12,195 | $0 |