2023 Form 5500 filing — Kenosha Achievement Center, Inc. Employees' Profit Sharing Trust
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 20240918084257NAL0004053201001) for Kenosha Achievement Center, Inc. Employees' Profit Sharing Trust, reported by Kenosha Achievement Center, Inc. under EIN 39-1399101 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918084257NAL0004053201001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenosha Achievement Center, Inc.
- EIN
- 39-1399101
- Plan number
- 001
- Location
- Kenosha, WI
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,694,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,694,771
- Employer contributions
- $162,468
- Participant contributions
- $191,002
- Total income / additions
- $878,683
- Benefits paid
- $413,052
- Administrative expenses
- $20,983
- Total expenses
- $434,035
- Net increase / (decrease)
- $444,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $16,973 | $0 |
| Ppg Retirement Plan Services Ltd | RECORDKEEPER | $3,570 | $73 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $441 | not reported in the loaded dataset |