2023 Form 5500 filing — Choctaw-Kaul Distribution Co. 401(K) 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 20241015215900NAL0017269747001) for Choctaw-Kaul Distribution Co. 401(K) Plan, reported by Choctaw-Kaul Distribution Co. under EIN 38-1226655 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.7MReported net assets$7,741,492
Participants281
Provider compensation$43K3 Schedule C row(s)$43,039
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015215900NAL0017269747001
Plan sponsor
Choctaw-Kaul Distribution Co.
EIN
38-1226655
Plan number
001
Location
Detroit, MI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$597.6K
Benefits paid / distributions$538.1K
Contributions
EmployerNot reported
Participant$665.5K
Full reported line items
Total assets (EOY)
$7,741,492
Total liabilities (EOY)
$0
Net assets (EOY)
$7,741,492
Participant contributions
$665,499
Total income / additions
$1,945,663
Benefits paid
$538,059
Administrative expenses
$43,040
Total expenses
$597,577
Net increase / (decrease)
$1,348,086
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $33.6K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $9.4K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015215900NAL0017269747001 cover?
It is the 2023 Form 5500 filing for Choctaw-Kaul Distribution Co. 401(K) Plan, reported by Choctaw-Kaul Distribution Co. (EIN 38-1226655).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages