Department of Labor filing

KASA COMPANIES, INC.

AMENDED 401K PROFIT SHARING PLAN OF KASA COMPANIES, INC. · For the plan year ended Sep 30, 2025

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Public filing 2024 · received Jun 22, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,838

Reported employer contributions per active participant.

Higher than about 55% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$286 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 41% of comparable plans

↗Investment performance

Not available

Plan assets changed 4.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions55th percentileTypical peer $2,648 · based on 65 comparable plans

Lower reported administrative expense41st percentileTypical peer $225 · based on 71 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, KASA COMPANIES, INC. reported $272,474 in employer contributions across the plan and 96 active participants. That works out to $2,838 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy49%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 30.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 3.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context51/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $272,474
Participant contributions: $629,320
Other contributions: $122,329
Employer share of reported contributions: 30.2%
Beginning assets: $17,638,058
Ending assets: $18,371,731
Ending net assets: $18,371,731
Ending liabilities: $0
Total income: $3,072,713
Total expenses: $2,339,040
Administrative expenses: $65,715
Participant loans: $47,493

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,170

2023

$2,189

2024

$2,838

Plan-paid administrative expenses per participant

2022

$295

2023

$308

2024

$286

Active participants

2022

124

2023

134

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,838	96	18.4M	20260622155133NAL0004916099001
2023	$2,189	134	17.6M	20250714111239NAL0000822595001
2022	$2,170	124	14.4M	20240710060119NAL0016414769001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Not stated in the filing
Public plan identifier: 480820668-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1993
Industry: Industry group 334
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3D2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
T. ROWE PRICE	2024	Not reported	unknown
WELLS FARGO	2024	Not reported	unknown
YACKTMAN	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260622155133NAL0004916099001

Data sourceDOL Form 5500 bulk data ↗

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