2023 Form 5500 filing — Kraftcpas Pllc Retirement Savings 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 20240708144251NAL0007342595001) for Kraftcpas Pllc Retirement Savings Plan, reported by Kraftcpas Pllc under EIN 62-0713250 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708144251NAL0007342595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kraftcpas Pllc
- EIN
- 62-0713250
- Plan number
- 001
- Location
- Nashville, TN
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,770,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,770,395
- Employer contributions
- $578,396
- Participant contributions
- $1,752,968
- Total income / additions
- $7,240,632
- Benefits paid
- $3,122,565
- Administrative expenses
- $49,495
- Total expenses
- $3,172,060
- Net increase / (decrease)
- $4,068,572
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $45,535 | not reported in the loaded dataset |
| Newport Trust Company | NONE | $3,960 | $9,327 |
| Matrix Trust | NONE | $0 | $4,538 |