Kaestle Boos Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Kaestle Boos Associates, Inc.)
Plain-English plan 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, Kaestle Boos Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Kaestle Boos Associates, Inc. under EIN 06-0866741 and plan number 003. The latest loaded filing year is 2023. The filing reports 71 participants and $11,664,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaestle Boos Associates, Inc.
- EIN
- 06-0866741
- Plan number
- 003
- Plan type
- 2
- Location
- New Britain, CT
- Latest filing year
- 2023
- Participants
- 71
- End-of-year plan assets
- $11,664,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20241011104752NAL0012386115001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,664,256
- Total liabilities (EOY)
- $16,759,342
- Net assets (EOY)
- -$5,095,086
- Net assets (BOY)
- -$10,063,460
Income & contributions
- Employer contributions
- $689,669
- Total income / additions
- $5,347,709
Expenses & distributions
- Benefits paid
- $10,636
- Total expenses
- $379,335
- Net increase / (decrease)
- $4,968,374
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.