The Kase Group 401(K) Plan — Form 5500 plan (The Kase Group)
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, The Kase Group 401(K) Plan is a benefit plan reported by The Kase Group under EIN 20-5991461 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants3Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
- Plan sponsor
- The Kase Group
- EIN
- 20-5991461
- Plan number
- 001
- Plan type
- 2
- Location
- Hillsborough, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240220105753NAL0000306099001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $1,757,393
Income & contributions
- Employer contributions
- $20,250
- Participant contributions
- $0
- Total income / additions
- $755,709
Expenses & distributions
- Benefits paid
- $2,513,102
- Administrative expenses
- $0
- Total expenses
- $2,513,102
- Net increase / (decrease)
- -$1,757,393
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 100%Participant 0%
Benefits paid ÷ total income333%Computed ratio
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.