2023 Form 5500 filing — The Kamson Corporation 401(K) Profit Sharing 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 20241015222934NAL0049984384001) for The Kamson Corporation 401(K) Profit Sharing Plan & Trust, reported by The Kamson Corporation under EIN 22-2176176 and plan number 003. It reports 504 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)$13.8MReported net assets$13,764,873
Participants504
Provider compensation$53K3 Schedule C row(s)$52,955
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015222934NAL0049984384001
Plan sponsor
The Kamson Corporation
EIN
22-2176176
Plan number
003
Location
Englewood Cliffs, NJ
Received date
not reported in the loaded dataset
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)$13.8M total assets
Net assets$13.8MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$1.5M
Benefits paid / distributions$1.5M
Contributions
Employer$239.6K
Participant$1.2M
Full reported line items
Total assets (EOY)
$13,764,873
Total liabilities (EOY)
$0
Net assets (EOY)
$13,764,873
Employer contributions
$239,627
Participant contributions
$1,225,519
Total income / additions
$3,276,901
Benefits paid
$1,459,213
Administrative expenses
$5,566
Total expenses
$1,500,431
Net increase / (decrease)
$1,776,470

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch Pierce Fenner & SmithINVESTMENT ADVISOR$0$47,390
Adp, Inc.RECORD KEEPER$5,565$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages