2023 Form 5500 filing — Circle K 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 20241015105400NAL0055661218001) for Circle K Retirement Plan, reported by The Circle K Retirement Plan under EIN 74-1149540 and plan number 001. It reports 64,429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105400NAL0055661218001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Circle K Retirement Plan
- EIN
- 74-1149540
- Plan number
- 001
- Location
- Tempe, AZ
- Participants
- 64,429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $478,812,394
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $478,812,394
- Employer contributions
- $7,274,979
- Participant contributions
- $25,448,060
- Total income / additions
- $99,074,700
- Benefits paid
- $52,090,115
- Administrative expenses
- $1,057,886
- Total expenses
- $53,086,085
- Net increase / (decrease)
- $45,988,615
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPING | $672,416 | $0 |
| Voya Retirement Advisors | INVEST ADVISOR | $306,137 | not reported in the loaded dataset |
| Captrust Financial Advisors | CONSULTANT | $75,754 | not reported in the loaded dataset |