2023 Form 5500 filing — K.T.G. Usa Lp 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 20241014121538NAL0014905731001) for K.T.G. Usa Lp 401(K) Plan, reported by K.T.G. Usa under EIN 48-1280850 and plan number 001. It reports 471 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)$12.7MReported net assets$12,657,598
Participants471
Provider compensation$24.2K2 Schedule C row(s)$24,247
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014121538NAL0014905731001
Plan sponsor
K.T.G. Usa
EIN
48-1280850
Plan number
001
Location
Memphis, TN
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$817.8K
Participant$1.3M
Full reported line items
Total assets (EOY)
$12,657,598
Total liabilities (EOY)
$0
Net assets (EOY)
$12,657,598
Employer contributions
$817,774
Participant contributions
$1,349,426
Total income / additions
$3,921,979
Benefits paid
$2,139,672
Administrative expenses
$24,247
Total expenses
$2,169,996
Net increase / (decrease)
$1,751,983
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $18K · Indirect $0
  2. 2
    ADVISOR · Direct $6.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014121538NAL0014905731001 cover?
It is the 2023 Form 5500 filing for K.T.G. Usa Lp 401(K) Plan, reported by K.T.G. Usa (EIN 48-1280850).
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