Kappy'S Retirement And 401(K) Savings Plan — Form 5500 plan (Everett Management Corporation)
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, Kappy'S Retirement And 401(K) Savings Plan is a benefit plan reported by Everett Management Corporation under EIN 04-2550501 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Everett Management Corporation
- EIN
- 04-2550501
- Plan number
- 002
- Plan type
- 2
- Location
- Everett, MA
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20240927104205NAL0001155267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $11,148,210
Income & contributions
- Employer contributions
- $102,209
- Participant contributions
- $439,317
- Total contributions
- $541,526
- Total income / additions
- $1,218,877
Expenses & distributions
- Benefits paid
- $1,756,639
- Administrative expenses
- $57,115
- Total expenses
- $1,862,020
- Net increase / (decrease)
- -$643,143
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gosselin Consulting Group LLC | CONSULTING | $26,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,971 | $0 | 2023 |
| Caron & Bletzer, Pllc | AUDITOR | $8,075 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,342 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Everett Management Corporation
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Everett, MA
- Gosselin Consulting Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation