2023 Form 5500 filing — Kentucky Easter Seal Society, Inc. Retirement Savings 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 20241015092322NAL0027937249001) for Kentucky Easter Seal Society, Inc. Retirement Savings Plan, reported by Kentucky Easter Seals Society, Inc. under EIN 61-0444712 and plan number 002. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092322NAL0027937249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kentucky Easter Seals Society, Inc.
- EIN
- 61-0444712
- Plan number
- 002
- Location
- Lexington, KY
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,495,068
- Total liabilities (EOY)
- $224
- Net assets (EOY)
- $16,494,844
- Employer contributions
- $62,208
- Participant contributions
- $155,931
- Total income / additions
- $3,085,394
- Benefits paid
- $2,167,894
- Administrative expenses
- $65,406
- Total expenses
- $2,233,300
- Net increase / (decrease)
- $852,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors, LLC | NONE | $63,735 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,057 |
| Pension Corporation Of America | NONE | $1,670 | $11 |