Kalsec, 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, Kalsec, Inc. (EIN 38-2089140) is a plan sponsor located in Kalamazoo, MI 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
38-2089140
Location
Kalamazoo, MI
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$122,336,812
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$122,336,812

Contributions & income

Employer contributions
$2,074,650
Participant contributions
$3,964,617
Total income / additions
$36,118,889

Expenses & distributions

Benefits paid / distributions
$17,463,938
Total expenses
$17,457,257
Net increase / (decrease)
$18,661,632

Coverage

Total reported participants
968
Plans with financial statements
2
Plans with provider compensation
2

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.

Largest loaded plans by reported assets

Kalsec, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kalsec, Inc. Employees' Profit Sharing Plan003404$96,531,0052023
Kalsec Union 401(K) / Retirement Plan016124$25,805,8072023
Kalsec, Inc. Health And Welfare Benefits Plan502440not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kalsec, Inc.
YearPlanParticipantsSchedulesFiling
2023Kalsec, Inc. Health And Welfare Benefits Plan44020240722133329NAL0006409379001
2023Kalsec Union 401(K) / Retirement Plan124H, C20250708160634NAL0007196208001
2023Kalsec, Inc. Employees' Profit Sharing Plan404H, C20250708160803NAL0002366355001

Related Form 5500 pages