2023 Form 5500 filing — Kittlesave Salary Reduction Plan And Trust
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 20241009134006NAL0018455473001) for Kittlesave Salary Reduction Plan And Trust, reported by Kittle'S Home Furnishings, Inc under EIN 32-0395300 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009134006NAL0018455473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kittle'S Home Furnishings, Inc
- EIN
- 32-0395300
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,668,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,668,866
- Participant contributions
- $517,293
- Total income / additions
- $1,865,649
- Benefits paid
- $1,244,871
- Administrative expenses
- $61,403
- Total expenses
- $1,306,274
- Net increase / (decrease)
- $559,375
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | NONE | $15,424 | $0 |
| Katz Sapper & Miller | NONE | $11,749 | not reported in the loaded dataset |
| Morgan Stanley Global | NONE | $10,868 | not reported in the loaded dataset |