Plan5500

Martin A Kitagawa 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Martin A Kitagawa)

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, Martin A Kitagawa 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Martin A Kitagawa under EIN 22-2594550 and plan number 001. The latest loaded filing year is 2023. The filing reports 9 participants and $509,431 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$509.4KPlan net assets, end of year$509,431
Participants9Covered participants reported
Assets / participant$56.6KComputed: assets ÷ participants$56,603 (computed)
Provider compensationNone reported
Plan sponsor
Martin A Kitagawa
EIN
22-2594550
Plan number
001
Plan type
2
Location
Deptford, NJ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    9 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$509.4K total assets
Net assets$509.4KLiabilities$0
Money in vs. money out
Total income / additions$99.3K
Total expenses$731.3K
Benefits paid / distributions$729.5K
Contributions
Employer$992
Participant$1.2K
Full reported line items

Net assets

Total assets (EOY)
$509,431
Total liabilities (EOY)
$0
Net assets (EOY)
$509,431
Net assets (BOY)
$1,141,423

Income & contributions

Employer contributions
$992
Participant contributions
$1,191
Total income / additions
$99,337

Expenses & distributions

Benefits paid
$729,550
Administrative expenses
$1,779
Total expenses
$731,329
Net increase / (decrease)
-$631,992
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets144%Computed ratio
Benefits paid ÷ total income734%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages