2023 Form 5500 filing — Amended 401k Profit Sharing Plan Of Kasa Companies, Inc.
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 20250714111239NAL0000822595001) for Amended 401k Profit Sharing Plan Of Kasa Companies, Inc., reported by Kasa Companies, Inc. under EIN 48-0820668 and plan number 002. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714111239NAL0000822595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kasa Companies, Inc.
- EIN
- 48-0820668
- Plan number
- 002
- Location
- Salina, KS
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,638,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,638,058
- Employer contributions
- $293,324
- Participant contributions
- $659,465
- Total income / additions
- $4,576,751
- Benefits paid
- $1,287,460
- Administrative expenses
- $66,846
- Total expenses
- $1,354,306
- Net increase / (decrease)
- $3,222,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sunflower Bank Na | INVESTMENT ADVISOR | $35,199 | not reported in the loaded dataset |
| Pentegra Retirement Services | CONTRACT ADMIN | $18,774 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,098 | $0 |