Kontane Logistics, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kontane Logistics, 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, Kontane Logistics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kontane Logistics, Inc. under EIN 56-1122243 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $7,158,557 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kontane Logistics, Inc.
EIN
56-1122243
Plan number
001
Plan type
2
Location
Hickory, NC
Latest filing year
2023
Participants
295
End-of-year plan assets
$7,158,557

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20250528073134NAL0004273971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,158,557
Total liabilities (EOY)
$0
Net assets (EOY)
$7,158,557
Net assets (BOY)
$6,052,414

Income & contributions

Employer contributions
$623,857
Participant contributions
$497,092
Total contributions
$1,120,949
Total income / additions
$1,999,038

Expenses & distributions

Benefits paid
$856,018
Administrative expenses
$36,877
Total expenses
$892,895
Net increase / (decrease)
$1,106,143

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancocknot reported in the loaded dataset$29,248not reported in the loaded dataset2023
Qualified Plan Administratorsnot reported in the loaded dataset$6,450not reported in the loaded dataset2023
Cambridge Capitalnot reported in the loaded dataset$1,179not reported in the loaded dataset2023

Related Form 5500 pages