Plan5500

Kval, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Kval, 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, Kval, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Kval, Inc. under EIN 94-2232368 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $19,046,666 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kval, Inc.
EIN
94-2232368
Plan number
002
Plan type
2
Location
Petaluma, CA
Latest filing year
2023
Participants
198
End-of-year plan assets
$19,046,666

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023198H, C20241010153444NAL0011668339001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,046,666
Total liabilities (EOY)
$0
Net assets (EOY)
$19,046,666
Net assets (BOY)
$15,918,013

Income & contributions

Employer contributions
$274,094
Participant contributions
$669,604
Total contributions
$943,698
Total income / additions
$4,186,509

Expenses & distributions

Benefits paid
$1,056,719
Administrative expenses
$1,137
Total expenses
$1,057,856
Net increase / (decrease)
$3,128,653

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,137$02023

Related Form 5500 pages