2023 Form 5500 filing — Kbi Services, 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 20241015195156NAL0015345667001) for Kbi Services, Inc. 401(K) & Profit Sharing Plan, reported by Kbi Services, Inc. under EIN 82-4301730 and plan number 001. It reports 931 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195156NAL0015345667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kbi Services, Inc.
- EIN
- 82-4301730
- Plan number
- 001
- Location
- New York, NY
- Participants
- 931
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,568,326
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,568,326
- Participant contributions
- $3,999,855
- Total income / additions
- $7,228,681
- Benefits paid
- $1,168,030
- Administrative expenses
- $54,084
- Total expenses
- $1,234,161
- Net increase / (decrease)
- $5,994,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| James A. Reichert | INVESTMENT/FINANCIAL ADVI | $32,110 | $0 |
| Adp, Inc. | RECORD KEEPER | $21,973 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |