Plan5500

Karl'S, Inc. 401(K) Plan — Form 5500 plan (Karl'S, 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, Karl'S, Inc. 401(K) Plan is a benefit plan reported by Karl'S, Inc. under EIN 46-0307274 and plan number 002. The latest loaded filing year is 2023. The filing reports 424 participants and $5,587,445 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Karl'S, Inc.
EIN
46-0307274
Plan number
002
Plan type
2
Location
Gregory, SD
Latest filing year
2023
Participants
424
End-of-year plan assets
$5,587,445

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023424H, C20240920092309NAL0007230257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,587,445
Total liabilities (EOY)
$0
Net assets (EOY)
$5,587,445
Net assets (BOY)
$4,983,751

Income & contributions

Participant contributions
$471,198
Total contributions
$471,198
Total income / additions
$1,308,759

Expenses & distributions

Benefits paid
$669,376
Administrative expenses
$35,689
Total expenses
$705,065
Net increase / (decrease)
$603,694

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement ServicesNONE$25,243not reported in the loaded dataset2023
Qualified Plan AdvisorsNONE$10,446not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages