Plan5500

Kittlesave Salary Reduction Plan And Trust — Form 5500 plan (Kittle'S Home Furnishings, 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, Kittlesave Salary Reduction Plan And Trust is a benefit plan reported by Kittle'S Home Furnishings, Inc under EIN 32-0395300 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $11,668,866 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kittle'S Home Furnishings, Inc
EIN
32-0395300
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
202
End-of-year plan assets
$11,668,866

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20241009134006NAL0018455473001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,668,866
Total liabilities (EOY)
$0
Net assets (EOY)
$11,668,866
Net assets (BOY)
$11,109,491

Income & contributions

Participant contributions
$517,293
Total contributions
$517,293
Total income / additions
$1,865,649

Expenses & distributions

Benefits paid
$1,244,871
Administrative expenses
$61,403
Total expenses
$1,306,274
Net increase / (decrease)
$559,375

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.NONE$15,424$02023
Katz Sapper & MillerNONE$11,749not reported in the loaded dataset2023
Morgan Stanley GlobalNONE$10,868not reported in the loaded dataset2023

Related Form 5500 pages