Kalas Manufacturing, Inc. Profit Sharing And 401(K) Plan — Form 5500 plan (Kalas Manufacturing, Inc.)

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, Kalas Manufacturing, Inc. Profit Sharing And 401(K) Plan is a benefit plan reported by Kalas Manufacturing, Inc. under EIN 23-1549292 and plan number 003. The latest loaded filing year is 2023. The filing reports 535 participants and $21,794,271 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kalas Manufacturing, Inc.
EIN
23-1549292
Plan number
003
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
535
End-of-year plan assets
$21,794,271

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023535H, C20241014124336NAL0014941411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,794,271
Total liabilities (EOY)
$5,616
Net assets (EOY)
$21,788,655
Net assets (BOY)
$20,167,651

Income & contributions

Employer contributions
$555,031
Participant contributions
$1,432,215
Total contributions
$1,995,265
Total income / additions
$4,790,921

Expenses & distributions

Benefits paid
$3,098,111
Administrative expenses
$39,048
Total expenses
$3,169,917
Net increase / (decrease)
$1,621,004

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valley Forge Investment ConsultantsSERVICE PROVIDER$0$51,5592023
Valley Forge Pension ManagementTPA$0$10,2552023

Related Form 5500 pages