Kay Automotive Graphics Tax Deferred Savings Plan & Trust — Form 5500 plan (Kay Automotive Graphics)
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 Automotive Graphics Tax Deferred Savings Plan & Trust is a benefit plan reported by Kay Automotive Graphics under EIN 38-1919969 and plan number 001. The latest loaded filing year is 2023. The filing reports 422 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kay Automotive Graphics
- EIN
- 38-1919969
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Orion, MI
- Latest filing year
- 2023
- Participants
- 422
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 422 | H, C | 20240923082759NAL0004069923001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $27,552,326
Income & contributions
- Employer contributions
- $245,103
- Participant contributions
- $1,223,400
- Total contributions
- $1,523,499
- Total income / additions
- $6,450,118
Expenses & distributions
- Benefits paid
- $3,077,978
- Administrative expenses
- $83,850
- Total expenses
- $3,199,418
- Net increase / (decrease)
- $3,250,700
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,694 | $0 | 2023 |
| Osaic Wealth, Inc. | INVESTMENT ADVISORY | $34,156 | $7 | 2023 |