2023 Form 5500 filing — Ret Inc Plan For Ees Of The Knapheide Mfg Co. Local 822
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 20241108174451NAL0006881971001) for Ret Inc Plan For Ees Of The Knapheide Mfg Co. Local 822, reported by The Knapheide Manufacturing Company under EIN 37-0368620 and plan number 002. It reports 895 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241108174451NAL0006881971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Knapheide Manufacturing Company
- EIN
- 37-0368620
- Plan number
- 002
- Location
- Quincy, IL
- Participants
- 895
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,612,870
- Net assets (EOY)
- $66,612,870
- Total income / additions
- $9,928,905
- Benefits paid
- $1,939,794
- Administrative expenses
- $434,182
- Total expenses
- $2,373,976
- Net increase / (decrease)
- $7,554,929
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $123,540 | $0 |
| Kestra Advisory Services, LLC | CONSULTANT | $18,750 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |