2023 Form 5500 filing — Kat-Jo, 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 20240817130043NAL0033616066001) for Kat-Jo, Inc. 401(K) Plan, reported by Kat-Jo, Inc. under EIN 83-2626842 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$267.4KReported net assets$267,415
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240817130043NAL0033616066001
Plan sponsor
Kat-Jo, Inc.
EIN
83-2626842
Plan number
001
Location
Clinton, WA
Received date
not reported in the loaded dataset
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)$267.4K total assets
Net assets$267.4KLiabilities$0
Money in vs. money out
Total income / additions$130.1K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$7.2K
Participant$16.3K
Full reported line items
Total assets (EOY)
$267,415
Total liabilities (EOY)
$0
Net assets (EOY)
$267,415
Employer contributions
$7,245
Participant contributions
$16,292
Total income / additions
$130,104
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$130,104

Related Form 5500 pages