2023 Form 5500 filing — Kkw Trucking, Inc. 401(K) Profit Sharing And Retirement 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 20241015123831NAL0029650161001) for Kkw Trucking, Inc. 401(K) Profit Sharing And Retirement Trust, reported by Kkw Trucking, Inc. under EIN 95-2234403 and plan number 002. It reports 496 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123831NAL0029650161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kkw Trucking, Inc.
- EIN
- 95-2234403
- Plan number
- 002
- Location
- Pomona, CA
- Participants
- 496
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,407,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,407,969
- Employer contributions
- $217,446
- Participant contributions
- $1,035,994
- Total income / additions
- $4,696,363
- Benefits paid
- $902,782
- Administrative expenses
- $72,034
- Total expenses
- $983,198
- Net increase / (decrease)
- $3,713,165
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,126 | $0 |
| Roorda Piquet & Bessee Inc | OTHER | $15,500 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $7,475 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,533 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | CONTRACT ADMIN | $400 | not reported in the loaded dataset |