Kahn Ventures, Inc. 401(K) Plan — Form 5500 plan (Kahn Ventures, 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, Kahn Ventures, Inc. 401(K) Plan is a benefit plan reported by Kahn Ventures, Inc. under EIN 58-1360668 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,283 participants and $131,785,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kahn Ventures, Inc.
- EIN
- 58-1360668
- Plan number
- 002
- Plan type
- 2
- Location
- Austell, GA
- Latest filing year
- 2023
- Participants
- 2,283
- End-of-year plan assets
- $131,785,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,283 | H, C | 20241219144900NAL0005044865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,785,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $131,785,536
- Net assets (BOY)
- $109,139,510
Income & contributions
- Employer contributions
- $6,302,215
- Participant contributions
- $7,604,412
- Total contributions
- $14,297,185
- Total income / additions
- $33,776,017
Expenses & distributions
- Benefits paid
- $10,909,022
- Administrative expenses
- $220,969
- Total expenses
- $11,129,991
- Net increase / (decrease)
- $22,646,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $79,029 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $66,525 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $65,015 | not reported in the loaded dataset | 2023 |
| Smith And Howard Pc | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kahn Ventures, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Austell, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Smith And Howard Pc — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation