Kentucky School Boards Association 401(K) Profit Sharing Plan — Form 5500 plan (Kentucky School Boards Association)
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 School Boards Association 401(K) Profit Sharing Plan is a benefit plan reported by Kentucky School Boards Association under EIN 61-0549868 and plan number 002. The latest loaded filing year is 2023. The filing reports 37 participants and $1,692,902 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kentucky School Boards Association
- EIN
- 61-0549868
- Plan number
- 002
- Plan type
- 2
- Location
- Frankfort, KY
- Latest filing year
- 2023
- Participants
- 37
- End-of-year plan assets
- $1,692,902
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37 | I | 20250409124411NAL0012177891001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,692,902
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,692,902
- Net assets (BOY)
- $1,573,891
Income & contributions
- Employer contributions
- $31,858
- Participant contributions
- $49,642
- Total income / additions
- $289,271
Expenses & distributions
- Benefits paid
- $155,532
- Administrative expenses
- $12,434
- Total expenses
- $170,260
- Net increase / (decrease)
- $119,011
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.