2023 Form 5500 filing — Kay Management Company, Inc. 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 20241008143553NAL0008466915001) for Kay Management Company, Inc. Profit Sharing Plan, reported by Kay Management Company, Inc. under EIN 52-0912952 and plan number 333. It reports 707 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)$34.9MReported net assets$34,907,669
Participants707
Provider compensation$100.5K3 Schedule C row(s)$100,457
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008143553NAL0008466915001
- Plan sponsor
- Kay Management Company, Inc.
- EIN
- 52-0912952
- Plan number
- 333
- Location
- Silver Springs, MD
- 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.
Reported balance (end of year)$34.9M total assets
Net assets$34.9MLiabilities$9.7K
Full reported line items
- Total assets (EOY)
- $34,917,415
- Total liabilities (EOY)
- $9,746
- Net assets (EOY)
- $34,907,669
- Employer contributions
- $1,882,393
- Participant contributions
- $1,042,929
- Total income / additions
- $6,769,056
- Benefits paid
- $3,455,291
- Administrative expenses
- $91,047
- Total expenses
- $3,570,253
- Net increase / (decrease)
- $3,198,803
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,964 | $0 |
| Merrill Lynch Pierce Fenner & .00 S | INVESTMENT ADVISOR | $31,722 | not reported in the loaded dataset |
| The Mandmarblestone Group | CONTRACT ADMIN | $24,771 | not reported in the loaded dataset |