Kay Management Company, Inc. Profit Sharing Plan — Form 5500 plan (Kay Management Company, 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 Management Company, Inc. Profit Sharing Plan is a benefit plan reported by Kay Management Company, Inc. under EIN 52-0912952 and plan number 333. The latest loaded filing year is 2023. The filing reports 707 participants and $34,917,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kay Management Company, Inc.
- EIN
- 52-0912952
- Plan number
- 333
- Plan type
- 2
- Location
- Silver Springs, MD
- Latest filing year
- 2023
- Participants
- 707
- End-of-year plan assets
- $34,917,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 707 | H, C | 20241008143553NAL0008466915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,917,415
- Total liabilities (EOY)
- $9,746
- Net assets (EOY)
- $34,907,669
- Net assets (BOY)
- $31,708,866
Income & contributions
- Employer contributions
- $1,882,393
- Participant contributions
- $1,042,929
- Total contributions
- $2,940,139
- Total income / additions
- $6,769,056
Expenses & distributions
- Benefits paid
- $3,455,291
- Administrative expenses
- $91,047
- Total expenses
- $3,570,253
- Net increase / (decrease)
- $3,198,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $43,964 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & .00 S | INVESTMENT ADVISOR | $31,722 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group | CONTRACT ADMIN | $24,771 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kay Management Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Silver Springs, MD
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & .00 S — Schedule C compensation
- The Mandmarblestone Group — Schedule C compensation