2023 Form 5500 filing — Kalsec Union 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 20250708160634NAL0007196208001) for Kalsec Union 401(K) / Retirement Plan, reported by Kalsec, Inc. under EIN 38-2089140 and plan number 016. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$25.8MReported net assets$25,805,807
Participants124
Provider compensation$13.9K2 Schedule C row(s)$13,894
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250708160634NAL0007196208001
- Plan sponsor
- Kalsec, Inc.
- EIN
- 38-2089140
- Plan number
- 016
- Location
- Kalamazoo, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$25.8M total assets
Net assets$25.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $25,805,807
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,805,807
- Employer contributions
- $504,132
- Participant contributions
- $896,984
- Total income / additions
- $7,322,901
- Benefits paid
- $2,742,706
- Administrative expenses
- $13,894
- Total expenses
- $2,756,600
- Net increase / (decrease)
- $4,566,301
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $10,713 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,181 | $0 |