2023 Form 5500 filing — Kapur & Associates, Inc. 401k Savings 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 20250715140509NAL0002268449001) for Kapur & Associates, Inc. 401k Savings Plan, reported by Kapur & Associates, Inc. under EIN 39-1420448 and plan number 001. It reports 431 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)$45MReported net assets$44,983,146
Participants431
Provider compensation$142.5K4 Schedule C row(s)$142,477
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250715140509NAL0002268449001
- Plan sponsor
- Kapur & Associates, Inc.
- EIN
- 39-1420448
- Plan number
- 001
- Location
- Milwaukee, WI
- 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)$45M total assets
Net assets$45MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,983,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,983,146
- Participant contributions
- $2,593,905
- Total income / additions
- $11,833,546
- Benefits paid
- $2,859,174
- Administrative expenses
- $166,416
- Total expenses
- $3,025,590
- Net increase / (decrease)
- $8,807,956
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Annex Wealth Management LLC | INVESTMENT ADVISOR | $69,974 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $58,302 | $0 |
| Sikich Llp | CONTRACT ADMINISTRATOR | $8,885 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,316 | not reported in the loaded dataset |