2023 Form 5500 filing — Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) 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 20250130135314NAL0001950146001) for Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) Plan And Trust, reported by Kaufman Engineered Systems, Inc. under EIN 34-4476817 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130135314NAL0001950146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaufman Engineered Systems, Inc.
- EIN
- 34-4476817
- Plan number
- 001
- Location
- Waterville, OH
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,684,753
- Net assets (EOY)
- $20,684,753
- Employer contributions
- $476,299
- Participant contributions
- $826,093
- Total income / additions
- $5,251,530
- Benefits paid
- $1,416,713
- Administrative expenses
- $100,978
- Total expenses
- $1,520,115
- Net increase / (decrease)
- $3,731,415
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $36,886 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,007 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $13,185 | $0 |
| Envestnet Retirement Solutions LLC | INVESTMENT ADVISOR | $10,784 | not reported in the loaded dataset |
| Pension Innovations & Consulting | THIRD PARTY ADMINISTRATO | $5,000 | not reported in the loaded dataset |