K & D Management 401(K) Retirement Plan — Form 5500 plan (K & D)
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, K & D Management 401(K) Retirement Plan is a benefit plan reported by K & D under EIN 27-4860782 and plan number 001. The latest loaded filing year is 2023. The filing reports 347 participants and $2,768,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K & D
- EIN
- 27-4860782
- Plan number
- 001
- Plan type
- 2
- Location
- Willoughby, OH
- Latest filing year
- 2023
- Participants
- 347
- End-of-year plan assets
- $2,768,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 347 | H, C | 20240913110147NAL0009822273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,768,305
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,768,305
- Net assets (BOY)
- $2,344,823
Income & contributions
- Employer contributions
- $39,761
- Participant contributions
- $261,868
- Total contributions
- $301,629
- Total income / additions
- $687,880
Expenses & distributions
- Benefits paid
- $195,449
- Administrative expenses
- $32,861
- Total expenses
- $264,398
- Net increase / (decrease)
- $423,482
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $14,022 | $0 | 2023 |
| Marcum Wealth LLC | INVESTMENT ADVISOR | $11,122 | not reported in the loaded dataset | 2023 |
| Corbets & Associates, Inc | AUDITOR | $6,402 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for K & D
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Willoughby, OH
- Empower Annuity Insurance Company — Schedule C compensation
- Marcum Wealth LLC — Schedule C compensation
- Corbets & Associates, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation