2023 Form 5500 filing — Kappy'S Retirement And 401(K) Savings 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 20240927104205NAL0001155267001) for Kappy'S Retirement And 401(K) Savings Plan, reported by Everett Management Corporation under EIN 04-2550501 and plan number 002. It reports 187 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
Participants187
Provider compensation$59.4K4 Schedule C row(s)$59,388
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927104205NAL0001155267001
- Plan sponsor
- Everett Management Corporation
- EIN
- 04-2550501
- Plan number
- 002
- Location
- Everett, MA
- 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
- $102,209
- Participant contributions
- $439,317
- Total income / additions
- $1,218,877
- Benefits paid
- $1,756,639
- Administrative expenses
- $57,115
- Total expenses
- $1,862,020
- Net increase / (decrease)
- -$643,143
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gosselin Consulting Group LLC | CONSULTING | $26,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,971 | $0 |
| Caron & Bletzer, Pllc | AUDITOR | $8,075 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,342 | not reported in the loaded dataset |