2023 Form 5500 filing — Kai Usa, Ltd. 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 20241011114142NAL0036816384001) for Kai Usa, Ltd. 401(K) Plan, reported by Kai Usa Ltd under EIN 93-0687500 and plan number 001. It reports 297 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)$20.6MReported net assets$20,610,514
Participants297
Provider compensation$20.6K2 Schedule C row(s)$20,564
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011114142NAL0036816384001
Plan sponsor
Kai Usa Ltd
EIN
93-0687500
Plan number
001
Location
Tualatin, OR
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)$20.6M total assets
Net assets$20.6MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$651.9K
Benefits paid / distributions$626.5K
Contributions
Employer$557K
Participant$1.1M
Full reported line items
Total assets (EOY)
$20,610,514
Total liabilities (EOY)
$0
Net assets (EOY)
$20,610,514
Employer contributions
$557,024
Participant contributions
$1,143,829
Total income / additions
$5,067,371
Benefits paid
$626,519
Administrative expenses
$20,564
Total expenses
$651,904
Net increase / (decrease)
$4,415,467
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $12.2K · Indirect $0
  2. 2
    ADVISOR · Direct $8.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011114142NAL0036816384001 cover?
It is the 2023 Form 5500 filing for Kai Usa, Ltd. 401(K) Plan, reported by Kai Usa Ltd (EIN 93-0687500).
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