401(k)
2023 plan-year 401(k) DOL Form 5500

KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KTGY GROUP, INC.

This 401(k) plan holds $58M in total assets and serves 577 participants as of 2023. It is sponsored by KTGY GROUP, INC. in California. The plan reported positive net income of $11M for the year.

Total Assets (2023)
$58M
Participants
577
State
Industry
Professional & Technical Services

What the Filing Says About KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN

KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by KTGY GROUP, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 577 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 330488819, and the plan has been effective since 1996-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $47M at the beginning of 2023 to $58M at year-end — a gain of 23.6%. Net assets (after liabilities) closed the year at $58M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$47M
Total Assets (End of Year)$58M
Net Assets (End of Year)$58M
Net Income$11M
Plan Type401(k)
Employer EIN330488819
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KTGY GROUP, INC.)

Year Plans Participants Total Assets
2022 1 419 $47M
2023 1 577 $58M
2024 1 420 $67M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN?
As of the 2023 Form 5500 filing, KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN holds $58M in total assets with 577 participants. It is sponsored by KTGY GROUP, INC..
What type of plan is KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN?
KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1996-08-01. The plan is filed with the U.S. Department of Labor under EIN 330488819.
Who sponsors the KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN?
KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN is sponsored by KTGY GROUP, INC., located in California. The sponsor's EIN is 330488819 and the plan operates in the Professional & Technical Services industry.
How did KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN perform in 2023?
KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN grew by 23.6% during 2023, moving from $47M to $58M in total assets. Net income was $11M.
Where can I find official filings for KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN?
Official Form 5500 filings for KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330488819 or plan name at efast.dol.gov.
How does KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN compare to other plans?
You can compare KTGY GROUP, INC. 401(K) AND PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 330488819.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.