Katcef Brothers, Inc. 401(K) Plan — Form 5500 plan (Katcef Brothers, 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, Katcef Brothers, Inc. 401(K) Plan is a benefit plan reported by Katcef Brothers, Inc. under EIN 52-0859333 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $13,373,199 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Katcef Brothers, Inc.
EIN
52-0859333
Plan number
001
Plan type
2
Location
Annapolis, MD
Latest filing year
2023
Participants
182
End-of-year plan assets
$13,373,199

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023182H, C20241011093146NAL0012330003001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,373,199
Total liabilities (EOY)
$0
Net assets (EOY)
$13,373,199
Net assets (BOY)
$11,439,374

Income & contributions

Employer contributions
$112,748
Participant contributions
$462,066
Total contributions
$574,814
Total income / additions
$2,310,931

Expenses & distributions

Benefits paid
$310,875
Administrative expenses
$57,781
Total expenses
$377,106
Net increase / (decrease)
$1,933,825

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kingfisher Capital, LLCADVISOR$40,001not reported in the loaded dataset2023
Newport Group Inc.RECORDKEEPER$17,780$02023

Related Form 5500 pages