Kd Capital Mortgage Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Kd Capital Mortgage Corporation)
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, Kd Capital Mortgage Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Kd Capital Mortgage Corporation under EIN 27-0982018 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $1,929,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kd Capital Mortgage Corporation
- EIN
- 27-0982018
- Plan number
- 001
- Plan type
- 2
- Location
- Paso Robles, CA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $1,929,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20240703174154NAL0007784209001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,929,658
- Total liabilities (EOY)
- $13,000
- Net assets (EOY)
- $1,916,658
- Net assets (BOY)
- $1,706,130
Income & contributions
- Employer contributions
- $8,116
- Participant contributions
- $72,630
- Total income / additions
- $233,397
Expenses & distributions
- Benefits paid
- $17,587
- Administrative expenses
- $0
- Total expenses
- $22,869
- Net increase / (decrease)
- $210,528
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.