Kaloutas 401(K) Plan — Form 5500 plan (Kaloutas Painting)
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, Kaloutas 401(K) Plan is a benefit plan reported by Kaloutas Painting under EIN 04-3018131 and plan number 011. The latest loaded filing year is 2023. The filing reports 201 participants and $5,166,929 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaloutas Painting
- EIN
- 04-3018131
- Plan number
- 011
- Plan type
- 2
- Location
- Peabody, MA
- Latest filing year
- 2023
- Participants
- 201
- End-of-year plan assets
- $5,166,929
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20240828135029NAL0012194993008 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,166,929
- Net assets (EOY)
- $5,166,929
- Net assets (BOY)
- $3,956,629
Income & contributions
- Employer contributions
- $234,116
- Participant contributions
- $559,420
- Total contributions
- $871,687
- Total income / additions
- $1,599,300
Expenses & distributions
- Benefits paid
- $348,481
- Administrative expenses
- $40,519
- Total expenses
- $389,000
- Net increase / (decrease)
- $1,210,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc | RECORDKEEPER | $17,468 | $0 | 2023 |
| Setaway LLC | THIRD PARTY ADMIN | $15,240 | not reported in the loaded dataset | 2023 |
| Retirement Resources Inv. Corp | INVESTMENT ADVISOR | $14,707 | not reported in the loaded dataset | 2023 |