Kalkomey Enterprises, LLC Retirement Plan — Form 5500 plan (Kalkomey Enterprises, LLC)

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, Kalkomey Enterprises, LLC Retirement Plan is a benefit plan reported by Kalkomey Enterprises, LLC under EIN 75-2573168 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $4,850,628 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kalkomey Enterprises, LLC
EIN
75-2573168
Plan number
001
Plan type
2
Location
Richardson, TX
Latest filing year
2023
Participants
145
End-of-year plan assets
$4,850,628

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241014132556NAL0013346179001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,850,628
Total liabilities (EOY)
$0
Net assets (EOY)
$4,850,628
Net assets (BOY)
$5,414,972

Income & contributions

Employer contributions
$208,421
Participant contributions
$674,690
Total contributions
$1,096,323
Total income / additions
$2,036,108

Expenses & distributions

Benefits paid
$2,577,261
Administrative expenses
$23,015
Total expenses
$2,600,452
Net increase / (decrease)
-$564,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Visionpoint Advisory GroupADVISOR$13,546not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$9,469$02023

Related Form 5500 pages