2023 Form 5500 filing — Kmc Controls, Inc. 401(K) 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 20241015083434NAL0055212114001) for Kmc Controls, Inc. 401(K) Plan And Trust, reported by Kreuter Manufacturing Company, Inc. under EIN 35-1421135 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015083434NAL0055212114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kreuter Manufacturing Company, Inc.
- EIN
- 35-1421135
- Plan number
- 001
- Location
- New Paris, IN
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,034,958
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,034,958
- Employer contributions
- $328,892
- Participant contributions
- $734,026
- Total income / additions
- $4,373,836
- Benefits paid
- $1,015,089
- Administrative expenses
- $45,545
- Total expenses
- $1,060,634
- Net increase / (decrease)
- $3,313,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Adv | INVESTMENT ADVISOR | $33,000 | not reported in the loaded dataset |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $14,080 | $0 |
| Southeastern Employee Benefit Servi | CONTRACT ADMIN | $1,320 | not reported in the loaded dataset |