Kay Manufacturing Company, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Kay Manufacturing Company, LLC)

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, Kay Manufacturing Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Kay Manufacturing Company, LLC under EIN 36-2643474 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $7,526,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kay Manufacturing Company, LLC
EIN
36-2643474
Plan number
001
Plan type
2
Location
St. Joseph, MI
Latest filing year
2023
Participants
198
End-of-year plan assets
$7,526,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20240724073529NAL0007965875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,526,654
Total liabilities (EOY)
$0
Net assets (EOY)
$7,526,654
Net assets (BOY)
$7,704,658

Income & contributions

Employer contributions
$261,231
Participant contributions
$479,816
Total contributions
$754,000
Total income / additions
$1,901,566

Expenses & distributions

Benefits paid
$2,024,291
Administrative expenses
$55,279
Total expenses
$2,079,570
Net increase / (decrease)
-$178,004

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,279$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$26,5252023

Related Form 5500 pages