Plan5500

Kason Industries, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Kason Industries, 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, Kason Industries, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Kason Industries, Inc. under EIN 11-0940170 and plan number 002. The latest loaded filing year is 2023. The filing reports 325 participants and $23,012,532 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kason Industries, Inc.
EIN
11-0940170
Plan number
002
Plan type
2
Location
Newnan, GA
Latest filing year
2023
Participants
325
End-of-year plan assets
$23,012,532

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023325H, C20241008153241NAL0029101824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,012,532
Net assets (EOY)
$23,012,532
Net assets (BOY)
$20,859,061

Income & contributions

Employer contributions
$660,656
Participant contributions
$1,064,865
Total contributions
$1,728,339
Total income / additions
$4,460,876

Expenses & distributions

Benefits paid
$2,220,804
Administrative expenses
$86,601
Total expenses
$2,307,405
Net increase / (decrease)
$2,153,471

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co. Of AmericaRECORDKEEPER$44,074not reported in the loaded dataset2023
Morgan StanleyINVESTMENT ADVISOR$40,862not reported in the loaded dataset2023
Pension Financial Services Inc.CONTRACT ADMINnot reported in the loaded dataset$10,0002023

Related Form 5500 pages