Plan Ledger DOL Form 5500 · updated monthly

Kta-Tator Inc. Employee Stock Ownership TrustESOP

KTA-TATOR INC, EMPLOYEE STOCK OWNERSHIP PLAN · PITTSBURGH, PA · plan year 2024

Employer contribution per participant · 2024
$5,995

Kta-Tator Inc. Employee Stock Ownership Trust's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $14,590,808 across 264 participant accounts, with employer contributions averaging $5,995 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.028%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (1,889th of 3,651), and 6,677th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$14,590,808
Participants with balances264
Active participants252
Employer contributions$1,510,656
Employee contributions—
Employer contribution per active participant$5,995
Average account balance$55,268
Benefits paid to participants$729,911
Plan auditUnmodified (clean) audit opinion
AuditorCYPHER & CYPHER
Plan history3
Yearassets · accounts · employer contribution
2024$14.6M · 264 accts · $1.5M emplr
2023$12.1M · 232 accts · $907K emplr
2022$10.4M · 254 accts · $907K emplr
Employer contributions to the Kta-Tator Inc. Employee Stock Ownership Trust plan · 2024
Employer contribution per active participant$5,995
Median for plans this size$2,416
2024$5,995 per active participant
2023$4,277 per active participant
2022$3,942 per active participant

Kta-Tator Inc. Employee Stock Ownership Trust's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023$3,180 · 0.03%
2022$2,580 · 0.03%
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Source: U.S. Department of Labor, Form 5500 series, EIN 276474628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.