Kona Ice, Inc. 401(K) Psp Retirement Plan — Form 5500 plan (Kona Ice, 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, Kona Ice, Inc. 401(K) Psp Retirement Plan is a benefit plan reported by Kona Ice, Inc under EIN 61-1555075 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $3,360,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kona Ice, Inc
- EIN
- 61-1555075
- Plan number
- 001
- Plan type
- 2
- Location
- Florence, KY
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $3,360,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241015113326NAL0049046352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,360,821
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,360,821
- Net assets (BOY)
- $2,302,487
Income & contributions
- Employer contributions
- $359,974
- Participant contributions
- $281,615
- Total contributions
- $702,815
- Total income / additions
- $1,139,931
Expenses & distributions
- Benefits paid
- $50,016
- Administrative expenses
- $31,581
- Total expenses
- $81,597
- Net increase / (decrease)
- $1,058,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Biechele Royce Advisors, Inc. | INVESTMENT ADVISOR | $10,320 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $9,727 | $0 | 2023 |
| Creative Retirement Systems, Inc. | CONTRACT ADMIN | $1,200 | $2,580 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kona Ice, Inc
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Florence, KY
- Biechele Royce Advisors, Inc. — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Creative Retirement Systems, Inc. — Schedule C compensation