Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) Plan And Trust — Form 5500 plan (Kaufman Engineered Systems, 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, Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) Plan And Trust is a benefit plan reported by Kaufman Engineered Systems, Inc. under EIN 34-4476817 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $20,684,753 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaufman Engineered Systems, Inc.
- EIN
- 34-4476817
- Plan number
- 001
- Plan type
- 2
- Location
- Waterville, OH
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $20,684,753
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20250130135314NAL0001950146001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,684,753
- Net assets (EOY)
- $20,684,753
- Net assets (BOY)
- $16,953,338
Income & contributions
- Employer contributions
- $476,299
- Participant contributions
- $826,093
- Total contributions
- $1,310,749
- Total income / additions
- $5,251,530
Expenses & distributions
- Benefits paid
- $1,416,713
- Administrative expenses
- $100,978
- Total expenses
- $1,520,115
- Net increase / (decrease)
- $3,731,415
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $36,886 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,007 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,185 | $0 | 2023 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISOR | $10,784 | not reported in the loaded dataset | 2023 |
| Pension Innovations & Consulting | THIRD PARTY ADMINISTRATO | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaufman Engineered Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Waterville, OH
- Osaic Wealth, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Envestnet Retirement Solutions LLC — Schedule C compensation
- Pension Innovations & Consulting — Schedule C compensation