2023 Form 5500 filing — Katahdin Retirement 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 20240924111954NAL0012879569001) for Katahdin Retirement Plan, reported by Kas Holdings, Inc. under EIN 47-1672377 and plan number 001. It reports 60 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,449,133
Participants60
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240924111954NAL0012879569001
Plan sponsor
Kas Holdings, Inc.
EIN
47-1672377
Plan number
001
Location
Scarborough, ME
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)$4.4M total assets
Net assets$4.4MLiabilities
Money in vs. money out
Total income / additions$617.7K
Total expenses$24.3K
Benefits paid / distributions$11.7K
Contributions
Employer$21.8K
Participant$166.8K
Full reported line items
Total assets (EOY)
$4,449,133
Net assets (EOY)
$4,449,133
Employer contributions
$21,759
Participant contributions
$166,826
Total income / additions
$617,667
Benefits paid
$11,660
Administrative expenses
$12,611
Total expenses
$24,271
Net increase / (decrease)
$593,396

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924111954NAL0012879569001 cover?
It is the 2023 Form 5500 filing for Katahdin Retirement Plan, reported by Kas Holdings, Inc. (EIN 47-1672377).
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