2023 Form 5500 filing — Kalibrate 401(K) Profit Sharing 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 20241001154032NAL0007040289001) for Kalibrate 401(K) Profit Sharing Plan, reported by Kss, Inc. under EIN 22-3754429 and plan number 001. It reports 130 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)$9.6MReported net assets$9,604,282
Participants130
Provider compensation$51.5K2 Schedule C row(s)$51,513
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001154032NAL0007040289001
Plan sponsor
Kss, Inc.
EIN
22-3754429
Plan number
001
Location
Livonia, MI
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.6M total assets
Net assets$9.6MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Contributions
Employer$168.9K
Participant$431.4K
Full reported line items
Total assets (EOY)
$9,604,282
Total liabilities (EOY)
$0
Net assets (EOY)
$9,604,282
Employer contributions
$168,911
Participant contributions
$431,390
Total income / additions
$1,935,950
Benefits paid
$1,313,707
Administrative expenses
$51,513
Total expenses
$1,365,220
Net increase / (decrease)
$570,730
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $35.6K
  2. 2
    RECORDKEEPER · Direct $15.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001154032NAL0007040289001 cover?
It is the 2023 Form 5500 filing for Kalibrate 401(K) Profit Sharing Plan, reported by Kss, Inc. (EIN 22-3754429).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages