2023 Form 5500 filing — Camp Family Ventures 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 20241014232727NAL0046203488001) for Camp Family Ventures 401(K) Plan, reported by Kern Machinery, Inc. under EIN 26-0497941 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014232727NAL0046203488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kern Machinery, Inc.
- EIN
- 26-0497941
- Plan number
- 001
- Location
- Bakersfield, CA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,172,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,172,512
- Employer contributions
- $710,355
- Participant contributions
- $904,197
- Total income / additions
- $5,525,142
- Benefits paid
- $3,450,051
- Administrative expenses
- $94,090
- Total expenses
- $3,544,141
- Net increase / (decrease)
- $1,981,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners, LLC | INVESTMENT ADVISOR | $60,439 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $19,899 | $0 |
| Empower Retirement | INVESTMENT MGMT | $15,174 | not reported in the loaded dataset |