Kari-Out 401(K) Plan — Form 5500 plan (Kari-Out)
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, Kari-Out 401(K) Plan is a benefit plan reported by Kari-Out under EIN 84-4103793 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $15,936,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kari-Out
- EIN
- 84-4103793
- Plan number
- 001
- Plan type
- 2
- Location
- Tarrytown, NY
- Latest filing year
- 2023
- Participants
- 649
- End-of-year plan assets
- $15,936,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20241015191259NAL0051033744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,936,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,936,325
- Net assets (BOY)
- $8,604,648
Income & contributions
- Employer contributions
- $859,555
- Participant contributions
- $1,522,055
- Total contributions
- $2,844,030
- Total income / additions
- $4,678,276
Expenses & distributions
- Benefits paid
- $1,082,681
- Administrative expenses
- $52,434
- Total expenses
- $1,182,768
- Net increase / (decrease)
- $3,495,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $29,524 | $0 | 2023 |
| Lpl Financial Corporation Rpcp | INVESTMENT/FINANCIAL ADVI | $22,952 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |