Kabafusion 401(K) Plan — Form 5500 plan (Kabafusion Holdings, L.L.C.)
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, Kabafusion 401(K) Plan is a benefit plan reported by Kabafusion Holdings, L.L.C. under EIN 27-3572421 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,553 participants and $34,944,359 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kabafusion Holdings, L.L.C.
- EIN
- 27-3572421
- Plan number
- 001
- Plan type
- 2
- Location
- Cerritos, CA
- Latest filing year
- 2023
- Participants
- 1,553
- End-of-year plan assets
- $34,944,359
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,553 | H, C | 20241001125648NAL0013975874001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,944,359
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,944,359
- Net assets (BOY)
- $23,438,742
Income & contributions
- Employer contributions
- $2,753,765
- Participant contributions
- $5,648,321
- Total contributions
- $9,734,620
- Total income / additions
- $14,016,174
Expenses & distributions
- Benefits paid
- $2,284,820
- Administrative expenses
- $225,737
- Total expenses
- $2,510,557
- Net increase / (decrease)
- $11,505,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC Pcg | N/A | $133,212 | not reported in the loaded dataset | 2023 |
| The Pension Center Of Florida | N/A | $17,925 | $12,820 | 2023 |
| Empower Annuity Insurance Co Of Ame | N/A | $12,364 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kabafusion Holdings, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Cerritos, CA
- Wells Fargo Advisors LLC Pcg — Schedule C compensation
- The Pension Center Of Florida — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation