Kase Equipment Corporation Retirement Plan — Form 5500 plan (Kase Equipment Corporation)
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, Kase Equipment Corporation Retirement Plan is a benefit plan reported by Kase Equipment Corporation under EIN 34-0946425 and plan number 001. The latest loaded filing year is 2023. The filing reports 42 participants and $5,379,215 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kase Equipment Corporation
- EIN
- 34-0946425
- Plan number
- 001
- Plan type
- 2
- Location
- Valley View, OH
- Latest filing year
- 2023
- Participants
- 42
- End-of-year plan assets
- $5,379,215
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 42 | I | 20240726092114NAL0010061747001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,379,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,379,215
- Net assets (BOY)
- $4,521,806
Income & contributions
- Employer contributions
- $14,778
- Participant contributions
- $147,780
- Total income / additions
- $927,371
Expenses & distributions
- Benefits paid
- $69,752
- Administrative expenses
- $210
- Total expenses
- $69,962
- Net increase / (decrease)
- $857,409
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.