2023 Form 5500 filing — Katcef Brothers, Inc. 401(K) 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 20241011093146NAL0012330003001) for Katcef Brothers, Inc. 401(K) Plan, reported by Katcef Brothers, Inc. under EIN 52-0859333 and plan number 001. It reports 182 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)$13.4MReported net assets$13,373,199
Participants182
Provider compensation$57.8K2 Schedule C row(s)$57,781
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011093146NAL0012330003001
- Plan sponsor
- Katcef Brothers, Inc.
- EIN
- 52-0859333
- Plan number
- 001
- Location
- Annapolis, 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)$13.4M total assets
Net assets$13.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,373,199
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,373,199
- Employer contributions
- $112,748
- Participant contributions
- $462,066
- Total income / additions
- $2,310,931
- Benefits paid
- $310,875
- Administrative expenses
- $57,781
- Total expenses
- $377,106
- Net increase / (decrease)
- $1,933,825
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kingfisher Capital, LLC | ADVISOR | $40,001 | not reported in the loaded dataset |
| Newport Group Inc. | RECORDKEEPER | $17,780 | $0 |