Karen Kane, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Karen Kane, 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, Karen Kane, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Karen Kane, Inc. under EIN 95-3579007 and plan number 003. The latest loaded filing year is 2023. The filing reports 203 participants and $7,382,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Karen Kane, Inc.
- EIN
- 95-3579007
- Plan number
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 203
- End-of-year plan assets
- $7,382,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 203 | H, C | 20241015111418NAL0014462803001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,382,653
- Total liabilities (EOY)
- $4,100
- Net assets (EOY)
- $7,378,553
- Net assets (BOY)
- $8,536,942
Income & contributions
- Employer contributions
- $47,695
- Participant contributions
- $375,080
- Total contributions
- $422,775
- Total income / additions
- $1,308,605
Expenses & distributions
- Benefits paid
- $2,366,443
- Administrative expenses
- $100,551
- Total expenses
- $2,466,994
- Net increase / (decrease)
- -$1,158,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $30,464 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $25,328 | not reported in the loaded dataset | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $14,971 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Karen Kane Inc | OTHER | $4,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Karen Kane, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Karen Kane Inc — Schedule C compensation