2023 Form 5500 filing — Katy Ivy Kids Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240605092818NAL0020635793001) for Katy Ivy Kids Inc. 401(K) Plan, reported by Katy Ivy Kids Inc. under EIN 27-1526643 and plan number 001. It reports 23 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$918.9KReported net assets$918,888
Participants23
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240605092818NAL0020635793001
Plan sponsor
Katy Ivy Kids Inc.
EIN
27-1526643
Plan number
001
Location
Missouri City, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$918.9K total assets
Net assets$918.9KLiabilities
Money in vs. money out
Total income / additions$478.1K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$918,888
Net assets (EOY)
$918,888
Employer contributions
$0
Participant contributions
$0
Total income / additions
$478,098
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$478,098

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240605092818NAL0020635793001 cover?
It is the 2023 Form 5500 filing for Katy Ivy Kids Inc. 401(K) Plan, reported by Katy Ivy Kids Inc. (EIN 27-1526643).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages