2023 Form 5500 filing — Kayser-Roth Corporation Employees' 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 20241010143525NAL0021259697001) for Kayser-Roth Corporation Employees' Savings Plan, reported by Kayser-Roth Corporation under EIN 94-2974014 and plan number 065. It reports 788 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)$39.4MReported net assets$39,391,401
Participants788
Provider compensation$127.4K4 Schedule C row(s)$127,445
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010143525NAL0021259697001
Plan sponsor
Kayser-Roth Corporation
EIN
94-2974014
Plan number
065
Location
Greensboro, NC
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)$39.4M total assets
Net assets$39.4MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$5.5M
Benefits paid / distributions$5.3M
Contributions
Employer$479.5K
Participant$1.5M
Full reported line items
Total assets (EOY)
$39,391,401
Total liabilities (EOY)
$0
Net assets (EOY)
$39,391,401
Employer contributions
$479,543
Participant contributions
$1,450,083
Total income / additions
$6,939,259
Benefits paid
$5,342,009
Administrative expenses
$127,446
Total expenses
$5,477,139
Net increase / (decrease)
$1,462,120
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $83.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $29.4K
  3. 3
    OTHER · Direct $14.6K
  4. 4
    INVESTMENT MGMT · Direct $9

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010143525NAL0021259697001 cover?
It is the 2023 Form 5500 filing for Kayser-Roth Corporation Employees' Savings Plan, reported by Kayser-Roth Corporation (EIN 94-2974014).
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