Kaci Retirement Savings Plan — Form 5500 plan (Katayama American Company, 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, Kaci Retirement Savings Plan is a benefit plan reported by Katayama American Company, Inc. under EIN 61-1151139 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $11,504,157 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Katayama American Company, Inc.
EIN
61-1151139
Plan number
001
Plan type
2
Location
Shelbyville, KY
Latest filing year
2023
Participants
370
End-of-year plan assets
$11,504,157

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023370H, C20240923051534NAL0006433011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,504,157
Total liabilities (EOY)
$0
Net assets (EOY)
$11,504,157
Net assets (BOY)
$10,811,503

Income & contributions

Employer contributions
$259,575
Participant contributions
$611,825
Total contributions
$871,400
Total income / additions
$2,616,741

Expenses & distributions

Benefits paid
$1,882,360
Administrative expenses
$5,800
Total expenses
$1,924,087
Net increase / (decrease)
$692,654

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$5,799$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Sanders And Schutte Financial PartnADVISOR$0$02023

Related Form 5500 pages