Kriegel Holding Company, Inc. 401(K) Plan — Form 5500 plan (Kriegel 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, Kriegel Holding Company, Inc. 401(K) Plan is a benefit plan reported by Kriegel Holding Company, Inc. under EIN 30-0227844 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $7,079,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kriegel Holding Company, Inc.
- EIN
- 30-0227844
- Plan number
- 001
- Plan type
- 2
- Location
- Van Wert, OH
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $7,079,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20240913114855NAL0016964544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,079,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,079,011
- Net assets (BOY)
- $5,636,506
Income & contributions
- Employer contributions
- $178,303
- Participant contributions
- $651,004
- Total contributions
- $844,896
- Total income / additions
- $1,811,952
Expenses & distributions
- Benefits paid
- $352,088
- Administrative expenses
- $8,829
- Total expenses
- $369,447
- Net increase / (decrease)
- $1,442,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Retirement Systems, Inc. | TPA | $4,785 | $130 | 2023 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $2,792 | $0 | 2023 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $1,730 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY PLAN | $1,252 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kriegel Holding Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Van Wert, OH
- Creative Retirement Systems, Inc. — Schedule C compensation
- Transamerica Life Insurance Co. — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation