Kt & Associates Retirement Plan — Form 5500 plan (Kt & Associates, 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, Kt & Associates Retirement Plan is a benefit plan reported by Kt & Associates, Inc. under EIN 82-1440070 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $393,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kt & Associates, Inc.
- EIN
- 82-1440070
- Plan number
- 001
- Plan type
- 2
- Location
- Macungie, PA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $393,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240706122119NAL0011549729001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $393,299
- Net assets (EOY)
- $393,299
- Net assets (BOY)
- $350,806
Income & contributions
- Employer contributions
- $7,880
- Participant contributions
- $11,570
- Total income / additions
- $42,978
Expenses & distributions
- Administrative expenses
- $485
- Total expenses
- $485
- Net increase / (decrease)
- $42,493
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.