Just Kids 401(K) Plan — Form 5500 plan (Cam-Held Enterprises, 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, Just Kids 401(K) Plan is a benefit plan reported by Cam-Held Enterprises, Inc. under EIN 11-2540679 and plan number 001. The latest loaded filing year is 2023. The filing reports 794 participants and $14,231,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cam-Held Enterprises, Inc.
- EIN
- 11-2540679
- Plan number
- 001
- Plan type
- 2
- Location
- Middle Island, NY
- Latest filing year
- 2023
- Participants
- 794
- End-of-year plan assets
- $14,231,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 794 | H, C | 20250410123455NAL0011751043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,231,966
- Net assets (EOY)
- $14,231,966
- Net assets (BOY)
- $13,558,354
Income & contributions
- Employer contributions
- $361,908
- Participant contributions
- $1,182,339
- Total contributions
- $1,571,687
- Total income / additions
- $3,772,363
Expenses & distributions
- Benefits paid
- $3,008,522
- Administrative expenses
- $76,590
- Total expenses
- $3,098,751
- Net increase / (decrease)
- $673,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $45,311 | $0 | 2023 |
| Rockline Wealth Management LLC | INVESTMENT ADVISOR | $23,833 | $0 | 2023 |
| United Benefit Pensions Inc | CONTRACT ADMIN | $6,151 | $10,833 | 2023 |
| Cerini & Associates Llp | AUDITOR | $12,000 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,971 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cam-Held Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Middle Island, NY
- Empower Life & Annuity Insurance — Schedule C compensation
- Rockline Wealth Management LLC — Schedule C compensation
- United Benefit Pensions Inc — Schedule C compensation
- Cerini & Associates Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation