2023 Form 5500 filing — Kay Automotive Graphics Tax Deferred Savings Plan & Trust
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 20240923082759NAL0004069923001) for Kay Automotive Graphics Tax Deferred Savings Plan & Trust, reported by Kay Automotive Graphics under EIN 38-1919969 and plan number 001. It reports 422 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$0Reported net assets
Participants422
Provider compensation$83.9K2 Schedule C row(s)$83,857
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240923082759NAL0004069923001
- Plan sponsor
- Kay Automotive Graphics
- EIN
- 38-1919969
- Plan number
- 001
- Location
- Lake Orion, MI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $245,103
- Participant contributions
- $1,223,400
- Total income / additions
- $6,450,118
- Benefits paid
- $3,077,978
- Administrative expenses
- $83,850
- Total expenses
- $3,199,418
- Net increase / (decrease)
- $3,250,700
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,694 | $0 |
| Osaic Wealth, Inc. | INVESTMENT ADVISORY | $34,156 | $7 |