Plan5500

Kai Usa Ltd — 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, Kai Usa Ltd (EIN 93-0687500) is a plan sponsor located in Tualatin, OR with 2 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
93-0687500
Location
Tualatin, OR
Loaded plans
2
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 Kai Usa Ltd

  • 2 loaded plans hold $20.6M in reported assets.
  • The largest, Kai Usa, Ltd. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 520 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$20.6MSummed across loaded plans$20,610,514
Total reported assets$20.6M$20,610,514
Total reported participants520
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$20.6M total assets
Net assets$20.6MLiabilities$0
Contributions & income
Employer contributions$557K
Participant contributions$1.1M
Total income / additions$5.1M
Expenses & distributions
Benefits paid / distributions$626.5K
Total expenses$651.9K
Net increase / (decrease)$4.4M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Kai Usa, Ltd. 401(K) Plan
Participants per plan260Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Kai Usa, Ltd. 401(K) Plan$20.6M
    Plan #001 · 297 participants · 2023
  2. 2
    Kai Usa Ltd Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 223 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 Kai Usa Ltd. Open one for its full reported snapshot.

  1. 2023
    Kai Usa Ltd Welfare Benefit Plan223 participants · 2No schedules
    View filing →
  2. 2023
    Kai Usa, Ltd. 401(K) Plan297 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kai Usa Ltd report on Form 5500?
Kai Usa Ltd (EIN 93-0687500) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kai Usa Ltd?
The Employer Identification Number (EIN) reported for Kai Usa Ltd is 93-0687500.
What is the latest Form 5500 filing year for Kai Usa Ltd?
The latest loaded Form 5500 filing year for Kai Usa Ltd is 2023.

Related Form 5500 pages