2023 Form 5500 filing — Kuhl 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 20241001095711NAL0003886771001) for Kuhl Retirement Plan, reported by Alfwear, Inc. under EIN 87-0474045 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001095711NAL0003886771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alfwear, Inc.
- EIN
- 87-0474045
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,308,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,308,309
- Employer contributions
- $460,818
- Participant contributions
- $1,068,617
- Total income / additions
- $2,433,793
- Benefits paid
- $127,279
- Administrative expenses
- $27,070
- Total expenses
- $154,349
- Net increase / (decrease)
- $2,279,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,761 | $0 |
| Transitional Broker LLC | BROKER/ADVISER | $0 | $18,231 |
| 3 38 Investment Fiduciaries Inc | OTHER | $2,290 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19 | not reported in the loaded dataset |
| Geneos Wealth Management | OTHER | $0 | not reported in the loaded dataset |