Kentucky Easter Seal Society, Inc. Retirement Savings Plan — Form 5500 plan (Kentucky Easter Seals Society, 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, Kentucky Easter Seal Society, Inc. Retirement Savings Plan is a benefit plan reported by Kentucky Easter Seals Society, Inc. under EIN 61-0444712 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $16,495,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kentucky Easter Seals Society, Inc.
- EIN
- 61-0444712
- Plan number
- 002
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $16,495,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015092322NAL0027937249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,495,068
- Total liabilities (EOY)
- $224
- Net assets (EOY)
- $16,494,844
- Net assets (BOY)
- $15,642,750
Income & contributions
- Employer contributions
- $62,208
- Participant contributions
- $155,931
- Total contributions
- $474,498
- Total income / additions
- $3,085,394
Expenses & distributions
- Benefits paid
- $2,167,894
- Administrative expenses
- $65,406
- Total expenses
- $2,233,300
- Net increase / (decrease)
- $852,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcf Advisors, LLC | NONE | $63,735 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $5,057 | 2023 |
| Pension Corporation Of America | NONE | $1,670 | $11 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kentucky Easter Seals Society, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Mcf Advisors, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Pension Corporation Of America — Schedule C compensation