2023 Form 5500 filing — Kositzka, Wicks And Company 401(K) Profit Sharing Plan And 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 20241007084640NAL0007426355001) for Kositzka, Wicks And Company 401(K) Profit Sharing Plan And Trust, reported by Kositzka, Wicks And Company under EIN 54-1342298 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007084640NAL0007426355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kositzka, Wicks And Company
- EIN
- 54-1342298
- Plan number
- 001
- Location
- Alexandria, VA
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,581,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,581,039
- Employer contributions
- $555,354
- Participant contributions
- $1,282,783
- Total income / additions
- $4,711,164
- Benefits paid
- $1,655,112
- Administrative expenses
- $64,345
- Total expenses
- $1,719,457
- Net increase / (decrease)
- $2,991,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acg Advisory Service Inc. | INVESTMENT ADVISOR | $50,727 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $7,697 | $0 |
| Actuarial Consulting Group, Inc. | TPA | $5,137 | not reported in the loaded dataset |