Kistler Instrument Corp. 401(K) Plan — Form 5500 plan (Kistler Instrument 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, Kistler Instrument Corp. 401(K) Plan is a benefit plan reported by Kistler Instrument Corporation under EIN 16-0991726 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $21,160,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kistler Instrument Corporation
- EIN
- 16-0991726
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $21,160,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241011152824NAL0012705331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,160,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,160,818
- Net assets (BOY)
- $18,852,777
Income & contributions
- Employer contributions
- $436,998
- Participant contributions
- $950,373
- Total contributions
- $1,422,052
- Total income / additions
- $4,592,232
Expenses & distributions
- Benefits paid
- $2,215,104
- Administrative expenses
- $69,087
- Total expenses
- $2,284,191
- Net increase / (decrease)
- $2,308,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $69,087 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $39,224 | 2023 |