2023 Form 5500 filing — Herman Kay Company, Incorporated Employee 401k 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 20240723082454NAL0019143776001) for Herman Kay Company, Incorporated Employee 401k Savings Plan, reported by Mystic, Inc. under EIN 13-3533735 and plan number 001. It reports 116 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.1MReported net assets$19,139,773
Participants116
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240723082454NAL0019143776001
Plan sponsor
Mystic, Inc.
EIN
13-3533735
Plan number
001
Location
New York, NY
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)$19.1M total assets
Net assets$19.1MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$918.6K
Benefits paid / distributions$923K
Contributions
Employer$78.8K
Participant$751.7K
Full reported line items
Total assets (EOY)
$19,139,773
Total liabilities (EOY)
$0
Net assets (EOY)
$19,139,773
Employer contributions
$78,847
Participant contributions
$751,707
Total income / additions
$3,515,287
Benefits paid
$923,006
Administrative expenses
-$9,624
Total expenses
$918,622
Net increase / (decrease)
$2,596,665

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240723082454NAL0019143776001 cover?
It is the 2023 Form 5500 filing for Herman Kay Company, Incorporated Employee 401k Savings Plan, reported by Mystic, Inc. (EIN 13-3533735).
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