Plan5500

Ksm Business Services, 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, Ksm Business Services, Inc. (EIN 35-2123203) is a plan sponsor located in Indianapolis, IN with 3 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
35-2123203
Location
Indianapolis, IN
Loaded plans
3
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 Ksm Business Services, Inc.

  • 3 loaded plans hold $174.4M in reported assets.
  • The largest, Ksm Business Services, Inc. Employee Stock Ownership Plan, holds 53% of this company's reported plan assets.
  • Plans cover 1,582 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$174.4MSummed across loaded plans$174,389,694
Total reported assets$174.4M$174,389,694
Total reported participants1.6K1,582
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$174.4M total assets
Net assets$174.4MLiabilities$0
Contributions & income
Employer contributions$3.3M
Participant contributions$6.3M
Total income / additions$43.8M
Expenses & distributions
Benefits paid / distributions$22.6M
Total expenses$22.7M
Net increase / (decrease)$21M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets53%Ksm Business Services, Inc. Employee Stock Ownership Plan
Participants per plan527Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ksm Business Services, Inc. Employee Stock Ownership Plan$92.1M
    Plan #001 · 525 participants · 2023
  2. 2
    Ksm Business Services, Inc. 401(K) Plan$82.3M
    Plan #002 · 568 participants · 2023
  3. 3
    Katz, Sapper & Miller Llp Group Benefit Plannot reported in the loaded dataset
    Plan #502 · 489 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Ksm Business Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Katz, Sapper & Miller Llp Group Benefit Plan489 participants · 2No schedules
    View filing →
  2. 2023
    Ksm Business Services, Inc. 401(K) Plan568 participants · 2Sch HSch C
    View filing →
  3. 2023
    Ksm Business Services, Inc. Employee Stock Ownership Plan525 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ksm Business Services, Inc. report on Form 5500?
Ksm Business Services, Inc. (EIN 35-2123203) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ksm Business Services, Inc.?
The Employer Identification Number (EIN) reported for Ksm Business Services, Inc. is 35-2123203.
What is the latest Form 5500 filing year for Ksm Business Services, Inc.?
The latest loaded Form 5500 filing year for Ksm Business Services, Inc. is 2023.

Related Form 5500 pages