Kapur & Associates, Inc. 401k Savings Plan — Form 5500 plan (Kapur & Associates, 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, Kapur & Associates, Inc. 401k Savings Plan is a benefit plan reported by Kapur & Associates, Inc. under EIN 39-1420448 and plan number 001. The latest loaded filing year is 2023. The filing reports 431 participants and $44,983,146 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kapur & Associates, Inc.
- EIN
- 39-1420448
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 431
- End-of-year plan assets
- $44,983,146
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 431 | H, C | 20250715140509NAL0002268449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,983,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,983,146
- Net assets (BOY)
- $36,175,190
Income & contributions
- Participant contributions
- $2,593,905
- Total contributions
- $2,828,414
- Total income / additions
- $11,833,546
Expenses & distributions
- Benefits paid
- $2,859,174
- Administrative expenses
- $166,416
- Total expenses
- $3,025,590
- Net increase / (decrease)
- $8,807,956
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Annex Wealth Management LLC | INVESTMENT ADVISOR | $69,974 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $58,302 | $0 | 2023 |
| Sikich Llp | CONTRACT ADMINISTRATOR | $8,885 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,316 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kapur & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Annex Wealth Management LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Sikich Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation