2023 Form 5500 filing — Kss Enterprises 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 20240711073807NAL0018024673001) for Kss Enterprises 401(K) Plan, reported by Kalamazoo Sanitary Supply, Inc. under EIN 38-2710765 and plan number 001. It reports 192 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711073807NAL0018024673001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Kalamazoo Sanitary Supply, Inc.
- EIN
- 38-2710765
- Plan number
- 001
- Location
- Kalamazoo, MI
- Participants
- 192
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $67,277
- Participant contributions
- $493,945
- Total income / additions
- $996,895
- Benefits paid
- $1,301,868
- Administrative expenses
- $35,226
- Total expenses
- $1,351,049
- Net increase / (decrease)
- -$354,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $17,103 | $0 |
| Doeren Mayhew Grand Rapids Pllc | CONTRACT ADMIN | $11,626 | not reported in the loaded dataset |
| M Holdings Securities Inc | INVESTMENT ADVISOR | $4,333 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,414 | not reported in the loaded dataset |
| Beene Garter Llp | OTHER | $750 | not reported in the loaded dataset |