The Kase Group 401(K) Plan — Form 5500 plan (The Kase Group)
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, The Kase Group 401(K) Plan is a benefit plan reported by The Kase Group under EIN 20-5991461 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Kase Group
- EIN
- 20-5991461
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsborough, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240220105753NAL0000306099001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $1,757,393
Income & contributions
- Employer contributions
- $20,250
- Participant contributions
- $0
- Total income / additions
- $755,709
Expenses & distributions
- Benefits paid
- $2,513,102
- Administrative expenses
- $0
- Total expenses
- $2,513,102
- Net increase / (decrease)
- -$1,757,393
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.