2023 Form 5500 filing — Kag 401(K) Retirement 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 20241014092439NAL0043977216001) for Kag 401(K) Retirement Plan, reported by Tropacaval Media, LLC under EIN 20-3436834 and plan number 001. It reports 2,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092439NAL0043977216001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Tropacaval Media, LLC
- EIN
- 20-3436834
- Plan number
- 001
- Location
- Victoria, TX
- Participants
- 2,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,099,815
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,099,815
- Employer contributions
- $1,055,980
- Participant contributions
- $6,606,865
- Total income / additions
- $13,882,216
- Benefits paid
- $3,910,278
- Administrative expenses
- $282,681
- Total expenses
- $4,192,959
- Net increase / (decrease)
- $9,689,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | RECORDKEEPER | $174,170 | not reported in the loaded dataset |
| Raymond James & Associates, Inc. | RIA | $108,511 | not reported in the loaded dataset |