2023 Form 5500 filing — Knowledge Systems & Research, 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 20241011103454NAL0012375203001) for Knowledge Systems & Research, Inc. 401(K) Profit Sharing Plan, reported by Knowledge Systems & Research, In under EIN 16-1205014 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103454NAL0012375203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Knowledge Systems & Research, In
- EIN
- 16-1205014
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,376,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,376,960
- Employer contributions
- $164,381
- Participant contributions
- $758,898
- Total income / additions
- $3,704,186
- Benefits paid
- $2,159,843
- Administrative expenses
- $37,801
- Total expenses
- $2,197,703
- Net increase / (decrease)
- $1,506,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hazard & Siegel Advisory Services, | INVESTMENT/FINANCIAL ADVI | $36,631 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,170 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |