2023 Form 5500 filing — B. R. Kreider & Son, Inc., 401(K) 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 20250403171409NAL0017473408001) for B. R. Kreider & Son, Inc., 401(K) Retirement Trust, reported by B. R. Kreider & Son, Inc. under EIN 23-1707144 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250403171409NAL0017473408001
Filing year
2023
Form type
2
Plan sponsor
B. R. Kreider & Son, Inc.
EIN
23-1707144
Plan number
001
Location
Manheim, PA
Participants
305
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,758,952
Total liabilities (EOY)
$8,821
Net assets (EOY)
$17,750,131
Employer contributions
$141,633
Participant contributions
$1,055,164
Total income / additions
$3,738,052
Benefits paid
$1,140,817
Administrative expenses
$85,343
Total expenses
$1,231,368
Net increase / (decrease)
$2,506,684
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fulton BankNONE$80,986not reported in the loaded dataset
Rkl LlpNONE$10,842not reported in the loaded dataset

Related Form 5500 pages