Plan5500

K. C. Summers, Inc. 401(K) Plan — Form 5500 plan (K. C. Summers, 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, K. C. Summers, Inc. 401(K) Plan is a benefit plan reported by K. C. Summers, Inc. under EIN 37-0859031 and plan number 001. The latest loaded filing year is 2023. The filing reports 122 participants and $11,387,939 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
K. C. Summers, Inc.
EIN
37-0859031
Plan number
001
Plan type
2
Location
Mattoon, IL
Latest filing year
2023
Participants
122
End-of-year plan assets
$11,387,939

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20241014115741NAL0026089553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,387,939
Total liabilities (EOY)
$0
Net assets (EOY)
$11,387,939
Net assets (BOY)
$9,555,167

Income & contributions

Employer contributions
$151,299
Participant contributions
$608,052
Total contributions
$759,351
Total income / additions
$2,207,403

Expenses & distributions

Benefits paid
$331,593
Administrative expenses
$35,666
Total expenses
$374,631
Net increase / (decrease)
$1,832,772

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$35,653$02023
Empower Advisory Group, LLCINVESTMENT MGMT$13not reported in the loaded dataset2023

Related Form 5500 pages