2023 Form 5500 filing — Kona Ice, Inc. 401(K) Psp Retirement 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 20241015113326NAL0049046352001) for Kona Ice, Inc. 401(K) Psp Retirement Plan, reported by Kona Ice, Inc under EIN 61-1555075 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113326NAL0049046352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kona Ice, Inc
- EIN
- 61-1555075
- Plan number
- 001
- Location
- Florence, KY
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,360,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,360,821
- Employer contributions
- $359,974
- Participant contributions
- $281,615
- Total income / additions
- $1,139,931
- Benefits paid
- $50,016
- Administrative expenses
- $31,581
- Total expenses
- $81,597
- Net increase / (decrease)
- $1,058,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Biechele Royce Advisors, Inc. | INVESTMENT ADVISOR | $10,320 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $9,727 | $0 |
| Creative Retirement Systems, Inc. | CONTRACT ADMIN | $1,200 | $2,580 |