Kaw Valley Engineering, Inc. Profit Sharing/401(K) Plan & Tr — Form 5500 plan (Kaw Valley Engineering, 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, Kaw Valley Engineering, Inc. Profit Sharing/401(K) Plan & Tr is a benefit plan reported by Kaw Valley Engineering, Inc. under EIN 48-0937881 and plan number 001. The latest loaded filing year is 2023. The filing reports 193 participants and $8,548,691 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaw Valley Engineering, Inc.
EIN
48-0937881
Plan number
001
Plan type
2
Location
Junction City, KS
Latest filing year
2023
Participants
193
End-of-year plan assets
$8,548,691

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023193H, C20241011094707NAL0036562320001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,548,691
Total liabilities (EOY)
$0
Net assets (EOY)
$8,548,691
Net assets (BOY)
$7,087,360

Income & contributions

Employer contributions
$71,372
Participant contributions
$759,635
Total contributions
$831,363
Total income / additions
$1,919,502

Expenses & distributions

Benefits paid
$417,978
Administrative expenses
$40,193
Total expenses
$458,171
Net increase / (decrease)
$1,461,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Keating Financial Advisory ServicesNONE$27,017$02023
NationwideNONE$11,951$02023

Related Form 5500 pages