2023 Form 5500 filing — Kaloutas 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 20240828135029NAL0012194993008) for Kaloutas 401(K) Plan, reported by Kaloutas Painting under EIN 04-3018131 and plan number 011. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828135029NAL0012194993008
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaloutas Painting
- EIN
- 04-3018131
- Plan number
- 011
- Location
- Peabody, MA
- Participants
- 201
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,166,929
- Net assets (EOY)
- $5,166,929
- Employer contributions
- $234,116
- Participant contributions
- $559,420
- Total income / additions
- $1,599,300
- Benefits paid
- $348,481
- Administrative expenses
- $40,519
- Total expenses
- $389,000
- Net increase / (decrease)
- $1,210,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc | RECORDKEEPER | $17,468 | $0 |
| Setaway LLC | THIRD PARTY ADMIN | $15,240 | not reported in the loaded dataset |
| Retirement Resources Inv. Corp | INVESTMENT ADVISOR | $14,707 | not reported in the loaded dataset |