Kaye Corporation Retirement Plan — Form 5500 plan (Kaye 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, Kaye Corporation Retirement Plan is a benefit plan reported by Kaye Corporation under EIN 41-1423463 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $14,017,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaye Corporation
- EIN
- 41-1423463
- Plan number
- 001
- Plan type
- 2
- Location
- North Mankato, MN
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $14,017,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20240718052937NAL0010971618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,017,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,017,180
- Net assets (BOY)
- $11,799,280
Income & contributions
- Employer contributions
- $339,950
- Participant contributions
- $715,514
- Total contributions
- $1,091,304
- Total income / additions
- $2,742,662
Expenses & distributions
- Benefits paid
- $471,461
- Administrative expenses
- $35,515
- Total expenses
- $524,762
- Net increase / (decrease)
- $2,217,900
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward Jones | INVESTMENT/FINANCIAL ADVI | $30,789 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $4,726 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |