2023 Form 5500 filing — Kickhaefer Manufacturing Company 401k Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708064505NAL0007742275001) for Kickhaefer Manufacturing Company 401k Plan, reported by Kickhaefer Manufacturing Company, LLC under EIN 83-0504276 and plan number 001. It reports 356 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708064505NAL0007742275001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kickhaefer Manufacturing Company, LLC
- EIN
- 83-0504276
- Plan number
- 001
- Location
- Port Washington, WI
- Participants
- 356
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,533,161
- Net assets (EOY)
- $22,533,161
- Employer contributions
- $359,734
- Participant contributions
- $1,167,442
- Total income / additions
- $4,500,949
- Benefits paid
- $1,317,579
- Administrative expenses
- $73,004
- Total expenses
- $1,392,820
- Net increase / (decrease)
- $3,108,129
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors | INVESTMENT ADVISORY - PLA | $40,880 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $32,124 | $0 |