2023 Form 5500 filing — Kalkaska Screw Products, Inc. Employee Stock Ownership And 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 20241010141722NAL0020291857001) for Kalkaska Screw Products, Inc. Employee Stock Ownership And 401(K) Plan, reported by Kalkaska Screw Products, Inc. under EIN 25-1780487 and plan number 002. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.8MReported net assets$5,803,264
Participants157
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241010141722NAL0020291857001
Plan sponsor
Kalkaska Screw Products, Inc.
EIN
25-1780487
Plan number
002
Location
Kalkaska, MI
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)$6.7M total assets
Net assets$5.8MLiabilities$904.8K
Money in vs. money out
Total income / additions$238.1K
Total expenses$258.6K
Benefits paid / distributions$234.5K
Contributions
Employer$412.4K
Participant$124K
Full reported line items
Total assets (EOY)
$6,708,045
Total liabilities (EOY)
$904,781
Net assets (EOY)
$5,803,264
Employer contributions
$412,388
Participant contributions
$123,991
Total income / additions
$238,055
Benefits paid
$234,464
Administrative expenses
$300
Total expenses
$258,617
Net increase / (decrease)
-$20,562

Related Form 5500 pages