Plan5500

Kappler, Inc. 401(K) Savings Plan — Form 5500 plan (Kappler, 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, Kappler, Inc. 401(K) Savings Plan is a benefit plan reported by Kappler, Inc. under EIN 63-0943684 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $4,944,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kappler, Inc.
EIN
63-0943684
Plan number
001
Plan type
2
Location
Guntersville, AL
Latest filing year
2023
Participants
149
End-of-year plan assets
$4,944,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20240919115032NAL0003523379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,944,078
Total liabilities (EOY)
$0
Net assets (EOY)
$4,944,078
Net assets (BOY)
$4,571,874

Income & contributions

Employer contributions
$100,613
Participant contributions
$299,715
Total contributions
$400,328
Total income / additions
$1,204,717

Expenses & distributions

Benefits paid
$814,728
Administrative expenses
$17,785
Total expenses
$832,513
Net increase / (decrease)
$372,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Edward JonesINVESTMENT ADVISOR$15,835not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,950$02023

Related Form 5500 pages