Plan5500

Kasasa, Ltd 401(K) Plan — Form 5500 plan (Kasasa, Ltd)

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, Kasasa, Ltd 401(K) Plan is a benefit plan reported by Kasasa, Ltd under EIN 20-4116110 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $22,705,597 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kasasa, Ltd
EIN
20-4116110
Plan number
001
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
539
End-of-year plan assets
$22,705,597

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20240905161832NAL0039128336001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,705,597
Total liabilities (EOY)
$0
Net assets (EOY)
$22,705,597
Net assets (BOY)
$20,801,281

Income & contributions

Employer contributions
$475,303
Participant contributions
$1,427,089
Total contributions
$1,982,076
Total income / additions
$5,532,809

Expenses & distributions

Benefits paid
$3,493,739
Administrative expenses
$28,262
Total expenses
$3,628,493
Net increase / (decrease)
$1,904,316

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning Hold Co, LLCSERVICE PROVIDER$0$32,4412023
AscensusTHIRD PARTY ADMIN$0$10,7192023
AscensusSERVICE PROVIDER$10,155not reported in the loaded dataset2023

Related Form 5500 pages