Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Libby Perszyk Kathman Holdings, 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, Libby Perszyk Kathman Holdings, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Libby Perszyk Kathman Holdings, Inc under EIN 31-1076158 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $18,664,457 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Libby Perszyk Kathman Holdings, Inc
EIN
31-1076158
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
142
End-of-year plan assets
$18,664,457

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023142H, C20241015115622NAL0057367666001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,664,457
Total liabilities (EOY)
$27
Net assets (EOY)
$18,664,430
Net assets (BOY)
$15,075,263

Income & contributions

Employer contributions
$78,916
Participant contributions
$701,396
Total contributions
$900,478
Total income / additions
$3,929,915

Expenses & distributions

Benefits paid
$281,636
Administrative expenses
$50,370
Total expenses
$340,748
Net increase / (decrease)
$3,589,167

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance And AnnuiRECORDKEEPER$50,370$02023
Ubs Financial Services Inc.SERVICE PROVIDER$0$28,7642023

Related Form 5500 pages