Kbi Services, Inc. 401(K) & Profit Sharing Plan — Form 5500 plan (Kbi Services, 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, Kbi Services, Inc. 401(K) & Profit Sharing Plan is a benefit plan reported by Kbi Services, Inc. under EIN 82-4301730 and plan number 001. The latest loaded filing year is 2023. The filing reports 931 participants and $15,568,326 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kbi Services, Inc.
EIN
82-4301730
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
931
End-of-year plan assets
$15,568,326

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023931H, C20241015195156NAL0015345667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,568,326
Total liabilities (EOY)
$0
Net assets (EOY)
$15,568,326
Net assets (BOY)
$9,531,744

Income & contributions

Participant contributions
$3,999,855
Total contributions
$5,133,628
Total income / additions
$7,228,681

Expenses & distributions

Benefits paid
$1,168,030
Administrative expenses
$54,084
Total expenses
$1,234,161
Net increase / (decrease)
$5,994,520

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
James A. ReichertINVESTMENT/FINANCIAL ADVI$32,110$02023
Adp, Inc.RECORD KEEPER$21,973$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages