Kat-Jo, Inc. 401(K) Plan — Form 5500 plan (Kat-Jo, 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, Kat-Jo, Inc. 401(K) Plan is a benefit plan reported by Kat-Jo, Inc. under EIN 83-2626842 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $267,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kat-Jo, Inc.
- EIN
- 83-2626842
- Plan number
- 001
- Plan type
- 2
- Location
- Clinton, WA
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $267,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240817130043NAL0033616066001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $267,415
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $267,415
- Net assets (BOY)
- $137,311
Income & contributions
- Employer contributions
- $7,245
- Participant contributions
- $16,292
- Total income / additions
- $130,104
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $130,104
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.