2023 Form 5500 filing — Kunes 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 20241015144439NAL0014872883001) for Kunes Retirement Plan, reported by Kunes Country Ford-Lincoln, Inc. under EIN 36-4115913 and plan number 001. It reports 2,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015144439NAL0014872883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kunes Country Ford-Lincoln, Inc.
- EIN
- 36-4115913
- Plan number
- 001
- Location
- Delavan, WI
- Participants
- 2,015
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,736,220
- Total liabilities (EOY)
- $1,276
- Net assets (EOY)
- $30,734,944
- Employer contributions
- $886,084
- Participant contributions
- $5,957,784
- Total income / additions
- $11,410,149
- Benefits paid
- $3,567,109
- Administrative expenses
- $245,272
- Total expenses
- $4,005,023
- Net increase / (decrease)
- $7,405,126
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $125,799 | $0 |
| Peak Retirement Group | CONTRACT ADMIN | $58,801 | $10,000 |
| Park Capital Management LLC | INVESTMENT ADVISOR | $49,198 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,767 | not reported in the loaded dataset |