2023 Form 5500 filing — 401k Plan For The Kappa Group Of Companies
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 20250210083015NAL0030057392001) for 401k Plan For The Kappa Group Of Companies, reported by Spartan Organization, Inc. under EIN 23-2615240 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210083015NAL0030057392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spartan Organization, Inc.
- EIN
- 23-2615240
- Plan number
- 001
- Location
- Ft. Washington, PA
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,578,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,578,705
- Employer contributions
- $104,935
- Participant contributions
- $469,887
- Total income / additions
- $3,351,368
- Benefits paid
- $1,584,692
- Administrative expenses
- $27,774
- Total expenses
- $1,612,466
- Net increase / (decrease)
- $1,738,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $27,774 | $0 |