2023 Form 5500 filing — Krekow Jennings, Inc. Retirement 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 20240819163951NAL0003707826001) for Krekow Jennings, Inc. Retirement Plan, reported by Krekow Jennings, Inc. under EIN 91-1026296 and plan number 001. It reports 170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819163951NAL0003707826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Krekow Jennings, Inc.
- EIN
- 91-1026296
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,903,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,903,292
- Employer contributions
- $239,372
- Participant contributions
- $864,920
- Total income / additions
- $3,374,091
- Benefits paid
- $640,158
- Administrative expenses
- $47,865
- Total expenses
- $688,023
- Net increase / (decrease)
- $2,686,068
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,928 | $0 |
| Highland Capital Advisors | ADVISOR | $15,000 | not reported in the loaded dataset |
| Swbc Investment Advisory Services | ADVISOR | $5,000 | not reported in the loaded dataset |