Kraftcpas Pllc Retirement Savings Plan — Form 5500 plan (Kraftcpas Pllc)
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, Kraftcpas Pllc Retirement Savings Plan is a benefit plan reported by Kraftcpas Pllc under EIN 62-0713250 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $33,770,395 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kraftcpas Pllc
- EIN
- 62-0713250
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 259
- End-of-year plan assets
- $33,770,395
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20240708144251NAL0007342595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,770,395
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,770,395
- Net assets (BOY)
- $29,701,823
Income & contributions
- Employer contributions
- $578,396
- Participant contributions
- $1,752,968
- Total contributions
- $2,352,591
- Total income / additions
- $7,240,632
Expenses & distributions
- Benefits paid
- $3,122,565
- Administrative expenses
- $49,495
- Total expenses
- $3,172,060
- Net increase / (decrease)
- $4,068,572
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | NONE | $45,535 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | NONE | $3,960 | $9,327 | 2023 |
| Matrix Trust | NONE | $0 | $4,538 | 2023 |