Kma Sunbelt Trading Corporation Retirement Savings — Form 5500 plan (Kma Sunbelt Trading Corporation)
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, Kma Sunbelt Trading Corporation Retirement Savings is a benefit plan reported by Kma Sunbelt Trading Corporation under EIN 59-2305075 and plan number 003. The latest loaded filing year is 2023. The filing reports 230 participants and $6,795,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kma Sunbelt Trading Corporation
- EIN
- 59-2305075
- Plan number
- 003
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 230
- End-of-year plan assets
- $6,795,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 230 | H, C | 20240812152933NAL0009502737001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,795,701
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,795,701
- Net assets (BOY)
- $5,489,311
Income & contributions
- Employer contributions
- $123,345
- Participant contributions
- $615,962
- Total contributions
- $739,307
- Total income / additions
- $1,592,674
Expenses & distributions
- Benefits paid
- $226,219
- Administrative expenses
- $57,395
- Total expenses
- $286,284
- Net increase / (decrease)
- $1,306,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $47,395 | $0 | 2023 |
| Pensionmark Financial Group LLC | SERVICE PROVIDER | $0 | $29,994 | 2023 |
| Prida, Guida & Perez, P.A | ACCOUNTANT | $10,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kma Sunbelt Trading Corporation
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Prida, Guida & Perez, P.A — Schedule C compensation