Kalkaska Screw Products, Inc. Employee Stock Ownership And 401(K) Plan — Form 5500 plan (Kalkaska Screw Products, 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, Kalkaska Screw Products, Inc. Employee Stock Ownership And 401(K) Plan is a benefit plan reported by Kalkaska Screw Products, Inc. under EIN 25-1780487 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $6,708,045 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kalkaska Screw Products, Inc.
- EIN
- 25-1780487
- Plan number
- 002
- Plan type
- 2
- Location
- Kalkaska, MI
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $6,708,045
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H | 20241010141722NAL0020291857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,708,045
- Total liabilities (EOY)
- $904,781
- Net assets (EOY)
- $5,803,264
- Net assets (BOY)
- $5,823,826
Income & contributions
- Employer contributions
- $412,388
- Participant contributions
- $123,991
- Total contributions
- $536,379
- Total income / additions
- $238,055
Expenses & distributions
- Benefits paid
- $234,464
- Administrative expenses
- $300
- Total expenses
- $258,617
- Net increase / (decrease)
- -$20,562
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.