2023 Form 5500 filing — Kastle Systems International LLC 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 20241008174400NAL0009947219001) for Kastle Systems International LLC Retirement Plan, reported by Kastle Systems International LLC under EIN 54-2026653 and plan number 001. It reports 937 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008174400NAL0009947219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kastle Systems International LLC
- EIN
- 54-2026653
- Plan number
- 001
- Location
- Falls Church, VA
- Participants
- 937
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,485,360
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,485,360
- Participant contributions
- $4,501,642
- Total income / additions
- $10,353,833
- Benefits paid
- $4,123,805
- Administrative expenses
- $150,644
- Total expenses
- $4,277,472
- Net increase / (decrease)
- $6,076,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $150,644 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $0 | $68,010 |