2023 Form 5500 filing — Kriete Group Retirement 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 20240912080941NAL0008205633002) for Kriete Group Retirement Savings Plan, reported by Kriete Truck Center Milwaukee, Inc. under EIN 39-0821100 and plan number 001. It reports 602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912080941NAL0008205633002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kriete Truck Center Milwaukee, Inc.
- EIN
- 39-0821100
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,205,002
- Net assets (EOY)
- $32,205,002
- Employer contributions
- $709,936
- Participant contributions
- $2,427,311
- Total income / additions
- $8,455,689
- Benefits paid
- $3,925,881
- Administrative expenses
- $109,772
- Total expenses
- $4,036,923
- Net increase / (decrease)
- $4,418,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $111,160 | $0 |