2023 Form 5500 filing — Warmkraft, Inc. Profit Sharing 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 20241209145040NAL0010709185001) for Warmkraft, Inc. Profit Sharing Plan, reported by Warmkraft, Inc. under EIN 64-0695892 and plan number 001. It reports 223 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209145040NAL0010709185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Warmkraft, Inc.
- EIN
- 64-0695892
- Plan number
- 001
- Location
- Taylorsville, MS
- Participants
- 223
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,240,690
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,240,690
- Total income / additions
- $174,472
- Benefits paid
- $449,043
- Administrative expenses
- $26,696
- Total expenses
- $475,739
- Net increase / (decrease)
- -$301,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Advisors LLC | TPA | $17,996 | not reported in the loaded dataset |
| Bankplus Wealth Management | ADVISOR | $8,700 | not reported in the loaded dataset |