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, Kay & Associates, Inc. Profit Sharing & Retirement Savings Plan is a benefit plan reported by Kay And Associates, Inc. under EIN 36-2432478 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,148 participants and $17,972,161 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,972,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,972,161
- Net assets (BOY)
- $13,748,205
Income & contributions
- Employer contributions
- $1,092,082
- Participant contributions
- $2,171,675
- Total contributions
- $3,581,808
- Total income / additions
- $6,155,741
Expenses & distributions
- Benefits paid
- $1,777,231
- Administrative expenses
- $142,143
- Total expenses
- $1,931,785
- Net increase / (decrease)
- $4,223,956