Kovatch Castings, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kovatch Castings)
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, Kovatch Castings, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kovatch Castings under EIN 34-1198748 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $11,647,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kovatch Castings
- EIN
- 34-1198748
- Plan number
- 001
- Plan type
- 2
- Location
- Uniontown, OH
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $11,647,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241009141708NAL0033002016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,647,812
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,647,812
- Net assets (BOY)
- $9,708,741
Income & contributions
- Employer contributions
- $304,210
- Participant contributions
- $535,772
- Total contributions
- $839,982
- Total income / additions
- $2,656,469
Expenses & distributions
- Benefits paid
- $669,945
- Administrative expenses
- $47,453
- Total expenses
- $717,398
- Net increase / (decrease)
- $1,939,071
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kovatch Castings, Inc. | AUDITOR | $13,621 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $12,490 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $11,917 | not reported in the loaded dataset | 2023 |
| Trinity Pension Consultants Inc. | CONTRACT ADMIN | $7,240 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MANAGEMENT | $2,154 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kovatch Castings
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Uniontown, OH
- Kovatch Castings, Inc. — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Trinity Pension Consultants Inc. — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation