Kagan 401(K) And Profit Sharing Plan — Form 5500 plan (Kagan Publishing, 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, Kagan 401(K) And Profit Sharing Plan is a benefit plan reported by Kagan Publishing, Inc. under EIN 33-0378218 and plan number 001. The latest loaded filing year is 2023. The filing reports 86 participants and $12,599,493 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kagan Publishing, Inc.
- EIN
- 33-0378218
- Plan number
- 001
- Plan type
- 2
- Location
- San Clemente, CA
- Latest filing year
- 2023
- Participants
- 86
- End-of-year plan assets
- $12,599,493
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 86 | I | 20240805133527NAL0002103840001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,599,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,599,493
- Net assets (BOY)
- $10,496,131
Income & contributions
- Employer contributions
- $371,530
- Participant contributions
- $556,568
- Total income / additions
- $2,748,679
Expenses & distributions
- Benefits paid
- $610,248
- Administrative expenses
- $35,069
- Total expenses
- $645,317
- Net increase / (decrease)
- $2,103,362
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.