2023 Form 5500 filing — Kay & Associates, Inc. Profit Sharing & Retirement 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 20241009141143NAL0010705683001) for Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan, reported by Kay And Associates, Inc. under EIN 36-2432478 and plan number 001. It reports 1,148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009141143NAL0010705683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kay And Associates, Inc.
- EIN
- 36-2432478
- Plan number
- 001
- Location
- Buffalo Grove, IL
- Participants
- 1,148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,972,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,972,161
- Employer contributions
- $1,092,082
- Participant contributions
- $2,171,675
- Total income / additions
- $6,155,741
- Benefits paid
- $1,777,231
- Administrative expenses
- $142,143
- Total expenses
- $1,931,785
- Net increase / (decrease)
- $4,223,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $53,991 | $0 |
| Cdh Pc | AUDITOR | $52,066 | not reported in the loaded dataset |
| Edward Jones | INVESTMENT ADVISOR | $36,086 | not reported in the loaded dataset |