Kay Beer Distributing, Inc.401(K) Profit Sharing Plan &Trust — Form 5500 plan (Kay Beer Distributing, 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, Kay Beer Distributing, Inc.401(K) Profit Sharing Plan &Trust is a benefit plan reported by Kay Beer Distributing, Inc. under EIN 39-1221846 and plan number 001. The latest loaded filing year is 2023. The filing reports 100 participants and $6,591,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kay Beer Distributing, Inc.
- EIN
- 39-1221846
- Plan number
- 001
- Plan type
- 2
- Location
- De Pere, WI
- Latest filing year
- 2023
- Participants
- 100
- End-of-year plan assets
- $6,591,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 100 | I | 20260312153719NAL0007003843001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,591,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,591,277
- Net assets (BOY)
- $5,498,950
Income & contributions
- Employer contributions
- $320,375
- Participant contributions
- $137,022
- Total income / additions
- $1,274,821
Expenses & distributions
- Benefits paid
- $169,803
- Administrative expenses
- $12,691
- Total expenses
- $182,494
- Net increase / (decrease)
- $1,092,327
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.