Plan5500

The Kaiser Group (De), LLC 401(K) Savings Plan — Form 5500 plan (The Kaiser Group (De), 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, The Kaiser Group (De), LLC 401(K) Savings Plan is a benefit plan reported by The Kaiser Group (De), LLC under EIN 39-1354364 and plan number 001. The latest loaded filing year is 2023. The filing reports 635 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Kaiser Group (De), LLC
EIN
39-1354364
Plan number
001
Plan type
2
Location
Waukesha, WI
Latest filing year
2023
Participants
635
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023635H, C20250814120009NAL0009077443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$8,153,471

Income & contributions

Employer contributions
$5,126
Participant contributions
$8,727
Total contributions
$13,853
Total income / additions
$240,423

Expenses & distributions

Benefits paid
$141,037
Administrative expenses
$8,279
Total expenses
$149,316
Net increase / (decrease)
$91,107

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$5,097not reported in the loaded dataset2023
Nova 401(K) Associates LpTPA$1,460not reported in the loaded dataset2023
Edward D. Jones & CompanyINVESTMENT ADVISORY$1,015not reported in the loaded dataset2023
Mesirow Financial, Inc.INVESTMENT ADVISORY$202not reported in the loaded dataset2023

Related Form 5500 pages