2023 Form 5500 filing — Ki 401(K) Savings 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 20240730094953NAL0020487953001) for Ki 401(K) Savings Plan, reported by Krueger International, Inc. under EIN 39-1375589 and plan number 006. It reports 2,469 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240730094953NAL0020487953001
Filing year
2023
Form type
2
Plan sponsor
Krueger International, Inc.
EIN
39-1375589
Plan number
006
Location
Green Bay, WI
Participants
2,469
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$268,809,646
Total liabilities (EOY)
$453,577
Net assets (EOY)
$268,356,069
Employer contributions
$2,728,537
Participant contributions
$9,721,278
Total income / additions
$55,301,636
Benefits paid
$27,442,465
Administrative expenses
$672,177
Total expenses
$28,437,298
Net increase / (decrease)
$26,864,338
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Associated Trust Company, N.A.NONE$653,341$0
Cambridge Investment ResearchNONE$5,267not reported in the loaded dataset
Harbour Investments IncNONE$1,731not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$1,165$0

Related Form 5500 pages