Ward Kraft Retirement Plan — Form 5500 plan (Wk Holding Company, Inc)

Plain-English plan 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, Ward Kraft Retirement Plan is a benefit plan reported by Wk Holding Company, Inc under EIN 11-3668289 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $26,669,754 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wk Holding Company, Inc
EIN
11-3668289
Plan number
001
Plan type
2
Location
Fort Scott, KS
Latest filing year
2023
Participants
312
End-of-year plan assets
$26,669,754

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023312H, C20240812121800NAL0020820690001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,669,754
Total liabilities (EOY)
$0
Net assets (EOY)
$26,669,754
Net assets (BOY)
$23,465,226

Income & contributions

Employer contributions
$157,545
Participant contributions
$412,191
Total contributions
$569,736
Total income / additions
$4,652,409

Expenses & distributions

Benefits paid
$1,386,028
Administrative expenses
$61,853
Total expenses
$1,447,881
Net increase / (decrease)
$3,204,528

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncFINANCIAL ADVISOR$47,450$02023
Capital Group Retirement Plan ServiRECORDKEEPER$10,703$02023

Related Form 5500 pages