2023 Form 5500 filing — Albert Kemperle, Inc. Retirement 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 20240925054156NAL0014301169001) for Albert Kemperle, Inc. Retirement Trust, reported by Albert Kemperle, Inc. under EIN 11-2293976 and plan number 002. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925054156NAL0014301169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Albert Kemperle, Inc.
- EIN
- 11-2293976
- Plan number
- 002
- Location
- Amityville, NY
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,343,034
- Total liabilities (EOY)
- $95,106
- Net assets (EOY)
- $36,247,928
- Employer contributions
- $723,587
- Participant contributions
- $2,008,863
- Total income / additions
- $8,241,182
- Benefits paid
- $2,554,588
- Administrative expenses
- $73,488
- Total expenses
- $2,672,503
- Net increase / (decrease)
- $5,568,679
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | INVESTMENT/FINANCIAL ADVI | $41,889 | $0 |
| Adp, Inc. | RECORD KEEPER | $31,598 | $0 |