2023 Form 5500 filing — Kapur & Associates, Inc. 401k Savings 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 20250715140509NAL0002268449001) for Kapur & Associates, Inc. 401k Savings Plan, reported by Kapur & Associates, Inc. under EIN 39-1420448 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715140509NAL0002268449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kapur & Associates, Inc.
- EIN
- 39-1420448
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,983,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,983,146
- Participant contributions
- $2,593,905
- Total income / additions
- $11,833,546
- Benefits paid
- $2,859,174
- Administrative expenses
- $166,416
- Total expenses
- $3,025,590
- Net increase / (decrease)
- $8,807,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Annex Wealth Management LLC | INVESTMENT ADVISOR | $69,974 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $58,302 | $0 |
| Sikich Llp | CONTRACT ADMINISTRATOR | $8,885 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,316 | not reported in the loaded dataset |