Ken Caryl Glass, Inc. 401(K) Plan — Form 5500 plan (Ken Caryl Glass, 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, Ken Caryl Glass, Inc. 401(K) Plan is a benefit plan reported by Ken Caryl Glass, Inc. under EIN 84-1036870 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $8,067,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ken Caryl Glass, Inc.
EIN
84-1036870
Plan number
001
Plan type
2
Location
Littleton, CO
Latest filing year
2023
Participants
138
End-of-year plan assets
$8,067,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241007125227NAL0015183745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,067,495
Total liabilities (EOY)
$0
Net assets (EOY)
$8,067,495
Net assets (BOY)
$6,502,758

Income & contributions

Employer contributions
$263,058
Participant contributions
$451,459
Total contributions
$714,517
Total income / additions
$2,043,987

Expenses & distributions

Benefits paid
$412,667
Administrative expenses
$66,583
Total expenses
$479,250
Net increase / (decrease)
$1,564,737

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyNONE$34,157$02023
Tfa Transamerica Capital, Inc.INVESTMENT ADVISOR$32,426not reported in the loaded dataset2023

Related Form 5500 pages