2023 Form 5500 filing — Kenosha Beef 401(K) Plan For Bargaining Employees

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 20240806142038NAL0002358033001) for Kenosha Beef 401(K) Plan For Bargaining Employees, reported by Kenosha Beef International, Ltd. under EIN 39-0994777 and plan number 004. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,248,235
Participants285
Provider compensation$19.7K2 Schedule C row(s)$19,710
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240806142038NAL0002358033001
Plan sponsor
Kenosha Beef International, Ltd.
EIN
39-0994777
Plan number
004
Location
Kenosha, WI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$717.7K
Benefits paid / distributions$697.1K
Contributions
Employer$136.7K
Participant$752.8K
Full reported line items
Total assets (EOY)
$6,248,235
Total liabilities (EOY)
$0
Net assets (EOY)
$6,248,235
Employer contributions
$136,714
Participant contributions
$752,833
Total income / additions
$1,772,082
Benefits paid
$697,127
Administrative expenses
$20,524
Total expenses
$717,651
Net increase / (decrease)
$1,054,431

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Oneamerica Retirement Services LLCNONE$19,710not reported in the loaded dataset
Matrix Trust CompanyNONE$0$0

Related Form 5500 pages