Kss Enterprises 401(K) Plan — Form 5500 plan (Kalamazoo Sanitary Supply, 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, Kss Enterprises 401(K) Plan is a benefit plan reported by Kalamazoo Sanitary Supply, Inc. under EIN 38-2710765 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kalamazoo Sanitary Supply, Inc.
- EIN
- 38-2710765
- Plan number
- 001
- Plan type
- 3
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20240711073807NAL0018024673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $6,266,094
Income & contributions
- Employer contributions
- $67,277
- Participant contributions
- $493,945
- Total contributions
- $589,130
- Total income / additions
- $996,895
Expenses & distributions
- Benefits paid
- $1,301,868
- Administrative expenses
- $35,226
- Total expenses
- $1,351,049
- Net increase / (decrease)
- -$354,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,103 | $0 | 2023 |
| Doeren Mayhew Grand Rapids Pllc | CONTRACT ADMIN | $11,626 | not reported in the loaded dataset | 2023 |
| M Holdings Securities Inc | INVESTMENT ADVISOR | $4,333 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,414 | not reported in the loaded dataset | 2023 |
| Beene Garter Llp | OTHER | $750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kalamazoo Sanitary Supply, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Kalamazoo, MI
- Empower Annuity Insurance Company — Schedule C compensation
- Doeren Mayhew Grand Rapids Pllc — Schedule C compensation
- M Holdings Securities Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Beene Garter Llp — Schedule C compensation