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, Kaye-Smith Enterprises 401(K) Retirement Savings Plan & Trust is a benefit plan reported by Kaye-Smith Enterprises, Inc. under EIN 93-0523003 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $18,678,072 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,678,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,678,072
- Net assets (BOY)
- $14,872,245
Income & contributions
- Employer contributions
- $57,100
- Participant contributions
- $840,185
- Total contributions
- $990,388
- Total income / additions
- $4,593,830
Expenses & distributions
- Benefits paid
- $743,989
- Administrative expenses
- $44,014
- Total expenses
- $788,003
- Net increase / (decrease)
- $3,805,827