2023 Form 5500 filing — Kruggel, Lawton & Co. Employees' Benefit 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 20241014090857NAL0025791473001) for Kruggel, Lawton & Co. Employees' Benefit Plan, reported by Kruggel, Lawton & Co., LLC under EIN 35-1307701 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090857NAL0025791473001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kruggel, Lawton & Co., LLC
- EIN
- 35-1307701
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,643,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,643,111
- Employer contributions
- $672,157
- Participant contributions
- $1,123,413
- Total income / additions
- $4,784,292
- Benefits paid
- $1,113,389
- Administrative expenses
- $83,739
- Total expenses
- $1,197,128
- Net increase / (decrease)
- $3,587,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Corp | NONE | $34,514 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | NONE | $30,389 | $1,054 |
| Latitude Service Company, Inc | NONE | $18,835 | not reported in the loaded dataset |