Kit Masters & Swan Machine 401(K) Profit Sharing Plan — Form 5500 plan (Kit Masters, 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, Kit Masters & Swan Machine 401(K) Profit Sharing Plan is a benefit plan reported by Kit Masters, Inc. under EIN 41-1839163 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $5,901,542 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kit Masters, Inc.
EIN
41-1839163
Plan number
001
Plan type
2
Location
Perham, MN
Latest filing year
2023
Participants
211
End-of-year plan assets
$5,901,542

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20240719092757NAL0006648193001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,901,542
Total liabilities (EOY)
$0
Net assets (EOY)
$5,901,542
Net assets (BOY)
$5,109,995

Income & contributions

Employer contributions
$222,855
Participant contributions
$343,701
Total contributions
$570,616
Total income / additions
$1,400,730

Expenses & distributions

Benefits paid
$599,657
Administrative expenses
$8,948
Total expenses
$609,183
Net increase / (decrease)
$791,547

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward Jones & Co LpINVESTMENT ADVISOR$18,408$02023
Tsc 401kCONTRACT ADMIN$10,781$2,6182023
Empower Annuity Insurance CoRECORDKEEPER$1,316$02023

Related Form 5500 pages