Camp Family Ventures 401(K) Plan — Form 5500 plan (Kern Machinery, 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, Camp Family Ventures 401(K) Plan is a benefit plan reported by Kern Machinery, Inc. under EIN 26-0497941 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $27,172,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kern Machinery, Inc.
EIN
26-0497941
Plan number
001
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
263
End-of-year plan assets
$27,172,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20241014232727NAL0046203488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,172,512
Total liabilities (EOY)
$0
Net assets (EOY)
$27,172,512
Net assets (BOY)
$25,191,511

Income & contributions

Employer contributions
$710,355
Participant contributions
$904,197
Total contributions
$1,657,500
Total income / additions
$5,525,142

Expenses & distributions

Benefits paid
$3,450,051
Administrative expenses
$94,090
Total expenses
$3,544,141
Net increase / (decrease)
$1,981,001

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cap Financial Partners, LLCINVESTMENT ADVISOR$60,439not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORDKEEPER$19,899$02023
Empower RetirementINVESTMENT MGMT$15,174not reported in the loaded dataset2023

Related Form 5500 pages