Who sponsors the Kat-Jo, Inc. 401(K) Plan?

Kat-Jo, Inc. 401(K) Plan is reported as sponsored by Kat-Jo, Inc. (EIN 83-2626842, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Kat-Jo, Inc. 401(K) Plan?

The latest Form 5500 filing year loaded for Kat-Jo, Inc. 401(K) Plan is 2023.

How many participants does Kat-Jo, Inc. 401(K) Plan report?

Kat-Jo, Inc. 401(K) Plan reports 2 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Kat-Jo, Inc. 401(K) Plan?

Kat-Jo, Inc. 401(K) Plan reports $267,415 in end-of-year plan assets in its latest loaded Form 5500 filing.

Kat-Jo, Inc. 401(K) Plan — Form 5500 plan (Kat-Jo, 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, Kat-Jo, Inc. 401(K) Plan is a benefit plan reported by Kat-Jo, Inc. under EIN 83-2626842 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $267,415 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$267.4KPlan net assets, end of year$267,415

Participants2Covered participants reported

Assets / participant$133.7KComputed: assets ÷ participants$133,708 (computed)

Provider compensationNone reported

Plan sponsor: Kat-Jo, Inc.
EIN: 83-2626842
Plan number: 001
Plan type: 2
Location: Clinton, WA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	2	I	20240817130043NAL0033616066001

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$267.4K total assets

Net assets$267.4KLiabilities$0

Money in vs. money out

Total income / additions$130.1K

Total expenses$0

Benefits paid / distributions$0

Contributions

Employer$7.2K

Participant$16.3K

Full reported line items

Net assets

Total assets (EOY): $267,415
Total liabilities (EOY): $0
Net assets (EOY): $267,415
Net assets (BOY): $137,311

Income & contributions

Employer contributions: $7,245
Participant contributions: $16,292
Total income / additions: $130,104

Expenses & distributions

Benefits paid: $0
Administrative expenses: $0
Total expenses: $0
Net increase / (decrease): $130,104

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

31%69%

Employer 31%Participant 69%

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.