2023 Form 5500 filing — Kms, LLC 401(K)/Profit Sharing 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 20240705102407NAL0005977267001) for Kms, LLC 401(K)/Profit Sharing Plan, reported by Kms, Llc1 under EIN 30-0288951 and plan number 002. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.7MReported net assets$3,679,056
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240705102407NAL0005977267001
Plan sponsor
Kms, Llc1
EIN
30-0288951
Plan number
002
Location
Allentown, PA
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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$599.5K
Total expenses$27.5K
Benefits paid / distributions$27.4K
Contributions
Employer$59.1K
Participant$89.1K
Full reported line items
Total assets (EOY)
$3,679,056
Total liabilities (EOY)
$0
Net assets (EOY)
$3,679,056
Employer contributions
$59,073
Participant contributions
$89,114
Total income / additions
$599,487
Benefits paid
$27,426
Administrative expenses
$113
Total expenses
$27,539
Net increase / (decrease)
$571,948

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240705102407NAL0005977267001 cover?
It is the 2023 Form 5500 filing for Kms, LLC 401(K)/Profit Sharing Plan, reported by Kms, Llc1 (EIN 30-0288951).
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