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, 401k Plan For The Kappa Group Of Companies is a benefit plan reported by Spartan Organization, Inc. under EIN 23-2615240 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $18,578,705 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,578,705
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,578,705
- Net assets (BOY)
- $16,839,803
Income & contributions
- Employer contributions
- $104,935
- Participant contributions
- $469,887
- Total contributions
- $574,822
- Total income / additions
- $3,351,368
Expenses & distributions
- Benefits paid
- $1,584,692
- Administrative expenses
- $27,774
- Total expenses
- $1,612,466
- Net increase / (decrease)
- $1,738,902