2023 Form 5500 filing — Primitives By Kathy 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 20250421101222NAL0001490003001) for Primitives By Kathy 401(K) Plan, reported by Primitives By Kathy, Inc. under EIN 23-3000388 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250421101222NAL0001490003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Primitives By Kathy, Inc.
- EIN
- 23-3000388
- Plan number
- 001
- Location
- Lancaster, PA
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,865,785
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,865,785
- Employer contributions
- $195,668
- Participant contributions
- $339,991
- Total income / additions
- $1,849,371
- Benefits paid
- $993,735
- Administrative expenses
- $4,040
- Total expenses
- $997,775
- Net increase / (decrease)
- $851,596
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Company Inc. | INVESTMENT ADVISOR | $0 | $8,428 |
| Principal Insurance Company | RECORDKEEPER | $3,840 | $0 |