Katy Ivy Kids Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Katy Ivy Kids Inc. (EIN 27-1526643) is a plan sponsor located in Missouri City, TX with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1526643
Location
Missouri City, TX
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Katy Ivy Kids Inc.

  • 1 loaded plans hold $918.9K in reported assets.
  • The largest, Katy Ivy Kids Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 23 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$918.9KSummed across loaded plans$918,888
Total reported assets$918.9K$918,888
Total reported participants23
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$918.9K total assets
Net assets$918.9KLiabilities
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$478.1K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$478.1K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Katy Ivy Kids Inc. 401(K) Plan
Participants per plan23Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 23 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Katy Ivy Kids Inc.. Open one for its full reported snapshot.

  1. 2023
    Katy Ivy Kids Inc. 401(K) Plan23 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Katy Ivy Kids Inc. report on Form 5500?
Katy Ivy Kids Inc. (EIN 27-1526643) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Katy Ivy Kids Inc.?
The Employer Identification Number (EIN) reported for Katy Ivy Kids Inc. is 27-1526643.
What is the latest Form 5500 filing year for Katy Ivy Kids Inc.?
The latest loaded Form 5500 filing year for Katy Ivy Kids Inc. is 2023.

Related Form 5500 pages