Kel-Tec Cnc Industries, Inc. 401(K) Plan — Form 5500 plan (Kel-Tec Cnc Industries, 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, Kel-Tec Cnc Industries, Inc. 401(K) Plan is a benefit plan reported by Kel-Tec Cnc Industries, Inc. under EIN 59-3114270 and plan number 001. The latest loaded filing year is 2023. The filing reports 279 participants and $6,177,879 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kel-Tec Cnc Industries, Inc.
EIN
59-3114270
Plan number
001
Plan type
2
Location
Cocoa, FL
Latest filing year
2023
Participants
279
End-of-year plan assets
$6,177,879

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023279H, C20240917135737NAL0004142240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,177,879
Total liabilities (EOY)
$0
Net assets (EOY)
$6,177,879
Net assets (BOY)
$5,086,453

Income & contributions

Employer contributions
$227,034
Participant contributions
$462,465
Total contributions
$689,499
Total income / additions
$1,390,653

Expenses & distributions

Benefits paid
$285,039
Administrative expenses
$14,126
Total expenses
$299,227
Net increase / (decrease)
$1,091,426

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & Associates IncADVISOR$0$20,2392023
Fidelity Investments InstitutionalRECORDKEEPER$14,126$02023

Related Form 5500 pages