Plan5500

K-Va-T 401(K) Plan — Form 5500 plan (K-Va-T-Food Stores, 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, K-Va-T 401(K) Plan is a benefit plan reported by K-Va-T-Food Stores, Inc. under EIN 55-0421484 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,179 participants and $167,940,370 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
K-Va-T-Food Stores, Inc.
EIN
55-0421484
Plan number
003
Plan type
2
Location
Abingdon, VA
Latest filing year
2023
Participants
14,179
End-of-year plan assets
$167,940,370

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,179H, C20240926081616NAL0000210323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$167,940,370
Total liabilities (EOY)
$0
Net assets (EOY)
$167,940,370
Net assets (BOY)
$142,319,948

Income & contributions

Employer contributions
$4,814,652
Participant contributions
$8,801,366
Total contributions
$16,821,324
Total income / additions
$40,570,021

Expenses & distributions

Benefits paid
$14,655,994
Administrative expenses
$288,581
Total expenses
$14,949,599
Net increase / (decrease)
$25,620,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$286,615$02023
Capfinancial PartnersINVESTMENT ADVISORY$48,688not reported in the loaded dataset2023

Related Form 5500 pages