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, Kateeva Retirement Plan is a benefit plan reported by Kateeva, Inc under EIN 26-1293445 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $17,535,635 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,535,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,535,635
- Net assets (BOY)
- $15,044,077
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,068,527
- Total contributions
- $1,068,527
- Total income / additions
- $3,889,984
Expenses & distributions
- Benefits paid
- $1,371,020
- Administrative expenses
- $27,406
- Total expenses
- $1,398,426
- Net increase / (decrease)
- $2,491,558