2023 Form 5500 filing — Kaart Group 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 20241015143220NAL0048413888007) for Kaart Group 401(K) Plan, reported by Kaart Group, LLC under EIN 46-3959631 and plan number 001. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.4MReported net assets$1,374,361
Participants148
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015143220NAL0048413888007
Plan sponsor
Kaart Group, LLC
EIN
46-3959631
Plan number
001
Location
Grand Junction, CO
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)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$632.3K
Total expenses$243.4K
Benefits paid / distributions$241.3K
Contributions
Employer$145K
Participant$296.2K
Full reported line items
Total assets (EOY)
$1,374,361
Total liabilities (EOY)
$0
Net assets (EOY)
$1,374,361
Employer contributions
$145,029
Participant contributions
$296,216
Total income / additions
$632,309
Benefits paid
$241,345
Administrative expenses
$2,070
Total expenses
$243,415
Net increase / (decrease)
$388,894

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015143220NAL0048413888007 cover?
It is the 2023 Form 5500 filing for Kaart Group 401(K) Plan, reported by Kaart Group, LLC (EIN 46-3959631).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages