2023 Form 5500 filing — Kjzt Family Life Employees Defined Benefit Pension 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 20240924132642NAL0013035681001) for Kjzt Family Life Employees Defined Benefit Pension Plan, reported by Kjzt Family Life under EIN 74-0719305 and plan number 001. It reports 25 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,574,535
Participants25
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240924132642NAL0013035681001
Plan sponsor
Kjzt Family Life
EIN
74-0719305
Plan number
001
Location
Austin, TX
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$489.6K
Total expenses$339.1K
Benefits paid / distributions$339.1K
Contributions
Employer$138K
Participant$0
Full reported line items
Total assets (EOY)
$5,574,535
Total liabilities (EOY)
$0
Net assets (EOY)
$5,574,535
Employer contributions
$138,000
Participant contributions
$0
Total income / additions
$489,600
Benefits paid
$339,094
Administrative expenses
$0
Total expenses
$339,094
Net increase / (decrease)
$150,506

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924132642NAL0013035681001 cover?
It is the 2023 Form 5500 filing for Kjzt Family Life Employees Defined Benefit Pension Plan, reported by Kjzt Family Life (EIN 74-0719305).
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