Katun Corporation Employee Retirement Benefit And Savings Plan — Form 5500 plan (Katun Corporation)
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, Katun Corporation Employee Retirement Benefit And Savings Plan is a benefit plan reported by Katun Corporation under EIN 41-1335933 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $30,653,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Katun Corporation
- EIN
- 41-1335933
- Plan number
- 002
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $30,653,088
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241009153201NAL0010785363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,653,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,653,088
- Net assets (BOY)
- $27,978,966
Income & contributions
- Employer contributions
- $140,446
- Participant contributions
- $548,857
- Total contributions
- $806,362
- Total income / additions
- $5,106,191
Expenses & distributions
- Benefits paid
- $2,379,976
- Administrative expenses
- $52,093
- Total expenses
- $2,432,069
- Net increase / (decrease)
- $2,674,122
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $25,417 | not reported in the loaded dataset | 2023 |
| Christensen Group Financial LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |