Knowledge Systems & Research, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Knowledge Systems & Research, In)

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, Knowledge Systems & Research, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Knowledge Systems & Research, In under EIN 16-1205014 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $15,376,960 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Knowledge Systems & Research, In
EIN
16-1205014
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
158
End-of-year plan assets
$15,376,960

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241011103454NAL0012375203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,376,960
Total liabilities (EOY)
$0
Net assets (EOY)
$15,376,960
Net assets (BOY)
$13,870,477

Income & contributions

Employer contributions
$164,381
Participant contributions
$758,898
Total contributions
$923,279
Total income / additions
$3,704,186

Expenses & distributions

Benefits paid
$2,159,843
Administrative expenses
$37,801
Total expenses
$2,197,703
Net increase / (decrease)
$1,506,483

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hazard & Siegel Advisory Services,INVESTMENT/FINANCIAL ADVI$36,631$02023
Adp, Inc.RECORD KEEPER$1,170$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages