2023 Form 5500 filing — Just Kids 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 20250410123455NAL0011751043001) for Just Kids 401(K) Plan, reported by Cam-Held Enterprises, Inc. under EIN 11-2540679 and plan number 001. It reports 794 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410123455NAL0011751043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cam-Held Enterprises, Inc.
- EIN
- 11-2540679
- Plan number
- 001
- Location
- Middle Island, NY
- Participants
- 794
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,231,966
- Net assets (EOY)
- $14,231,966
- Employer contributions
- $361,908
- Participant contributions
- $1,182,339
- Total income / additions
- $3,772,363
- Benefits paid
- $3,008,522
- Administrative expenses
- $76,590
- Total expenses
- $3,098,751
- Net increase / (decrease)
- $673,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $45,311 | $0 |
| Rockline Wealth Management LLC | INVESTMENT ADVISOR | $23,833 | $0 |
| United Benefit Pensions Inc | CONTRACT ADMIN | $6,151 | $10,833 |
| Cerini & Associates Llp | AUDITOR | $12,000 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,971 | $0 |