K-Five Investments Inc. 401(K) Plan — Form 5500 plan (K-Five Investments Inc.)
Plain-English plan 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, K-Five Investments Inc. 401(K) Plan is a benefit plan reported by K-Five Investments Inc. under EIN 03-0457335 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $656,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K-Five Investments Inc.
- EIN
- 03-0457335
- Plan number
- 001
- Plan type
- 2
- Location
- Geneva, IL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $656,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20241011100416NAL0022537665001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $656,347
- Net assets (EOY)
- $656,347
- Net assets (BOY)
- $473,760
Income & contributions
- Employer contributions
- $43,500
- Participant contributions
- $75,000
- Total income / additions
- $186,274
Expenses & distributions
- Administrative expenses
- $3,687
- Total expenses
- $3,687
- Net increase / (decrease)
- $182,587
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.