2023 Form 5500 filing — Katz Hardware Inc. 401(K) Profit Sharing Plan And 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 20241219142120NAL0010064530001) for Katz Hardware Inc. 401(K) Profit Sharing Plan And Trust, reported by Katz Hardware Inc. under EIN 06-0982481 and plan number 001. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.2MReported net assets$2,208,460
Participants9
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241219142120NAL0010064530001
Plan sponsor
Katz Hardware Inc.
EIN
06-0982481
Plan number
001
Location
Glastonbury, CT
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.2M total assets
Net assets$2.2MLiabilities$0
Money in vs. money out
Total income / additions$186.8K
Total expenses$34.1K
Benefits paid / distributions$34K
Contributions
Employer$11.9K
Participant$54.6K
Full reported line items
Total assets (EOY)
$2,208,460
Total liabilities (EOY)
$0
Net assets (EOY)
$2,208,460
Employer contributions
$11,851
Participant contributions
$54,645
Total income / additions
$186,750
Benefits paid
$33,999
Administrative expenses
$110
Total expenses
$34,109
Net increase / (decrease)
$152,641

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241219142120NAL0010064530001 cover?
It is the 2023 Form 5500 filing for Katz Hardware Inc. 401(K) Profit Sharing Plan And Trust, reported by Katz Hardware Inc. (EIN 06-0982481).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages