2023 Form 5500 filing — Kaye-Smith Enterprises 401(K) Retirement Savings Plan & Trust
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 20241011133808NAL0012545619001) for Kaye-Smith Enterprises 401(K) Retirement Savings Plan & Trust, reported by Kaye-Smith Enterprises, Inc. under EIN 93-0523003 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133808NAL0012545619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaye-Smith Enterprises, Inc.
- EIN
- 93-0523003
- Plan number
- 001
- Location
- Bellevue, WA
- Participants
- 267
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,678,072
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,678,072
- Employer contributions
- $57,100
- Participant contributions
- $840,185
- Total income / additions
- $4,593,830
- Benefits paid
- $743,989
- Administrative expenses
- $44,014
- Total expenses
- $788,003
- Net increase / (decrease)
- $3,805,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bensler, LLC | INVESTMENT ADVISOR | $15,852 | not reported in the loaded dataset |
| Sweeney Conrad, Ps | AUDITOR | $13,000 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $12,682 | not reported in the loaded dataset |