Plan5500

Kowalski Companies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kowalski Companies, Inc. (EIN 41-1500646) is a plan sponsor located in Eagan, MN with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-1500646
Location
Eagan, MN
Loaded plans
6
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kowalski Companies, Inc.

  • 6 loaded plans hold $31.3M in reported assets.
  • The largest, Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan And Trust, holds 58% of this company's reported plan assets.
  • Plans cover 1,488 reported participants.
  • 2 of 6 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$31.3MSummed across loaded plans$31,283,859
Total reported assets$31.3M$31,283,859
Total reported participants1.5K1,488
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$31.3M total assets
Net assets$31.3MLiabilities—
Contributions & income
Employer contributions$1.7M
Participant contributions$1.1M
Total income / additions$7.1M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.6M
Net increase / (decrease)$5.5M

Data coverage

Plans with financial statements2 / 6 (33%)
Plans with provider compensation1 / 6 (17%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets58%Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan And Trust
Participants per plan248Average across loaded plans
Loaded plans6
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan And Trust$18M
    Plan #001 · 331 participants · 2023
  2. 2
    Kowalski Companies, Inc. 401(K) Plan For Union Employees$13.3M
    Plan #002 · 723 participants · 2023
  3. 3
    Kowalski Health And Welfare Plannot reported in the loaded dataset
    Plan #502 · 110 participants · 2023
  4. 4
    Kowalski Companies Benefit Plannot reported in the loaded dataset
    Plan #505 · 108 participants · 2023
  5. 5
    Kowalski Health And Welfare Plannot reported in the loaded dataset
    Plan #506 · 108 participants · 2023
  6. 6
    Blue Cross And Blue Shield Of Minnesotanot reported in the loaded dataset
    Plan #507 · 108 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kowalski Companies, Inc.. Open one for its full reported snapshot.

  1. 2023
    Blue Cross And Blue Shield Of Minnesota108 participants · 2No schedules
    View filing →
  2. 2023
    Kowalski Health And Welfare Plan110 participants · 2No schedules
    View filing →
  3. 2023
    Kowalski Companies Benefit Plan108 participants · 2No schedules
    View filing →
  4. 2023
    Kowalski Health And Welfare Plan108 participants · 2No schedules
    View filing →
  5. 2023
    Kowalski Companies, Inc. Salary Reduction Profit Sharing Plan And Trust331 participants · 2Sch H
    View filing →
  6. 2023
    Kowalski Companies, Inc. 401(K) Plan For Union Employees723 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kowalski Companies, Inc. report on Form 5500?
Kowalski Companies, Inc. (EIN 41-1500646) reports 6 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kowalski Companies, Inc.?
The Employer Identification Number (EIN) reported for Kowalski Companies, Inc. is 41-1500646.
What is the latest Form 5500 filing year for Kowalski Companies, Inc.?
The latest loaded Form 5500 filing year for Kowalski Companies, Inc. is 2023.

Related Form 5500 pages