Plan5500

Kapco, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kapco, 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, Kapco, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kapco, Inc. under EIN 39-1176457 and plan number 001. The latest loaded filing year is 2023. The filing reports 800 participants and $20,380,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kapco, Inc.
EIN
39-1176457
Plan number
001
Plan type
2
Location
Grafton, WI
Latest filing year
2023
Participants
800
End-of-year plan assets
$20,380,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023800H, C20241008122153NAL0033635762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,380,011
Total liabilities (EOY)
$232
Net assets (EOY)
$20,379,779
Net assets (BOY)
$16,490,087

Income & contributions

Employer contributions
$789,565
Participant contributions
$1,882,350
Total contributions
$2,855,873
Total income / additions
$6,027,719

Expenses & distributions

Benefits paid
$2,048,377
Administrative expenses
$80,966
Total expenses
$2,138,027
Net increase / (decrease)
$3,889,692

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, Inc.TPA$48,295not reported in the loaded dataset2023
Sentinel Pension AdvisorsADVISOR$25,633not reported in the loaded dataset2023
Fidelity Trust CompanyCUSTODIAN TRUSTEE$7,038not reported in the loaded dataset2023

Related Form 5500 pages