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, Primitives By Kathy 401(K) Plan is a benefit plan reported by Primitives By Kathy, Inc. under EIN 23-3000388 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $5,865,785 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,865,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,865,785
- Net assets (BOY)
- $5,014,189
Income & contributions
- Employer contributions
- $195,668
- Participant contributions
- $339,991
- Total contributions
- $536,724
- Total income / additions
- $1,849,371
Expenses & distributions
- Benefits paid
- $993,735
- Administrative expenses
- $4,040
- Total expenses
- $997,775
- Net increase / (decrease)
- $851,596