Plan5500

Amended 401k Profit Sharing Plan Of Kasa Companies, Inc. — Form 5500 plan (Kasa Companies, 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, Amended 401k Profit Sharing Plan Of Kasa Companies, Inc. is a benefit plan reported by Kasa Companies, Inc. under EIN 48-0820668 and plan number 002. The latest loaded filing year is 2023. The filing reports 217 participants and $17,638,058 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kasa Companies, Inc.
EIN
48-0820668
Plan number
002
Plan type
2
Location
Salina, KS
Latest filing year
2023
Participants
217
End-of-year plan assets
$17,638,058

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20250714111239NAL0000822595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,638,058
Total liabilities (EOY)
$0
Net assets (EOY)
$17,638,058
Net assets (BOY)
$14,415,613

Income & contributions

Employer contributions
$293,324
Participant contributions
$659,465
Total contributions
$1,027,526
Total income / additions
$4,576,751

Expenses & distributions

Benefits paid
$1,287,460
Administrative expenses
$66,846
Total expenses
$1,354,306
Net increase / (decrease)
$3,222,445

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sunflower Bank NaINVESTMENT ADVISOR$35,199not reported in the loaded dataset2023
Pentegra Retirement ServicesCONTRACT ADMIN$18,774not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$15,098$02023

Related Form 5500 pages