2023 Form 5500 filing — Kenwal 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 20241003142000NAL0017228160001) for Kenwal Group Retirement Savings Plan, reported by Kenwal Steel Corporation under EIN 38-1292661 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003142000NAL0017228160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenwal Steel Corporation
- EIN
- 38-1292661
- Plan number
- 001
- Location
- Dearborn, MI
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,705,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,705,876
- Employer contributions
- $1,171,866
- Participant contributions
- $1,619,584
- Total income / additions
- $7,386,249
- Benefits paid
- $1,723,400
- Administrative expenses
- $118,786
- Total expenses
- $1,844,270
- Net increase / (decrease)
- $5,541,979
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $82,932 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $35,854 | $0 |