Plan5500

Kaivac, Inc. 401(K) Plan — Form 5500 plan (Kaivac, 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, Kaivac, Inc. 401(K) Plan is a benefit plan reported by Kaivac, Inc under EIN 31-1583541 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $6,954,075 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaivac, Inc
EIN
31-1583541
Plan number
001
Plan type
2
Location
Hamilton, OH
Latest filing year
2023
Participants
140
End-of-year plan assets
$6,954,075

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240812122142NAL0005459219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,954,075
Net assets (EOY)
$6,954,075
Net assets (BOY)
$5,672,529

Income & contributions

Employer contributions
$634,997
Participant contributions
$633,058
Total contributions
$1,318,571
Total income / additions
$2,208,143

Expenses & distributions

Benefits paid
$887,217
Administrative expenses
$39,380
Total expenses
$926,597
Net increase / (decrease)
$1,281,546

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
9258 Wealth Management, LLCINVESTMENT ADVISOR$14,438not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$782not reported in the loaded dataset2023

Related Form 5500 pages