Plan5500

Kbkg, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kbkg, 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, Kbkg, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kbkg, Inc. under EIN 95-4864453 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $26,829,050 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kbkg, Inc.
EIN
95-4864453
Plan number
001
Plan type
2
Location
Pasadena, CA
Latest filing year
2023
Participants
331
End-of-year plan assets
$26,829,050

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023331H, C20241004145850NAL0011551649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,829,050
Total liabilities (EOY)
$0
Net assets (EOY)
$26,829,050
Net assets (BOY)
$23,012,026

Income & contributions

Employer contributions
$970,784
Participant contributions
$1,893,286
Total contributions
$2,992,270
Total income / additions
$8,054,797

Expenses & distributions

Benefits paid
$4,099,739
Administrative expenses
$84,868
Total expenses
$4,237,773
Net increase / (decrease)
$3,817,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$84,868$02023
Avantax Insurance Agency LLCBROKER/ADVISER$0$59,1232023
Cetera Financial Specialists LLCBROKER/ADVISER$0$1,8382023

Related Form 5500 pages