2023 Form 5500 filing — Knowledge Systems & Research, Inc. 401(K) Profit Sharing 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 20241011103454NAL0012375203001) for Knowledge Systems & Research, Inc. 401(K) Profit Sharing Plan, reported by Knowledge Systems & Research, In under EIN 16-1205014 and plan number 001. It reports 158 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)$15.4MReported net assets$15,376,960
Participants158
Provider compensation$37.8K3 Schedule C row(s)$37,801
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011103454NAL0012375203001
- Plan sponsor
- Knowledge Systems & Research, In
- EIN
- 16-1205014
- Plan number
- 001
- Location
- Syracuse, NY
- 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)$15.4M total assets
Net assets$15.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,376,960
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,376,960
- Employer contributions
- $164,381
- Participant contributions
- $758,898
- Total income / additions
- $3,704,186
- Benefits paid
- $2,159,843
- Administrative expenses
- $37,801
- Total expenses
- $2,197,703
- Net increase / (decrease)
- $1,506,483
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hazard & Siegel Advisory Services, | INVESTMENT/FINANCIAL ADVI | $36,631 | $0 |
| Adp, Inc. | RECORD KEEPER | $1,170 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |