Kruggel, Lawton & Co. Employees' Benefit Plan — Form 5500 plan (Kruggel, Lawton & Co., LLC)
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, Kruggel, Lawton & Co. Employees' Benefit Plan is a benefit plan reported by Kruggel, Lawton & Co., LLC under EIN 35-1307701 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $20,643,111 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kruggel, Lawton & Co., LLC
- EIN
- 35-1307701
- Plan number
- 001
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $20,643,111
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241014090857NAL0025791473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,643,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,643,111
- Net assets (BOY)
- $17,055,947
Income & contributions
- Employer contributions
- $672,157
- Participant contributions
- $1,123,413
- Total contributions
- $1,854,377
- Total income / additions
- $4,784,292
Expenses & distributions
- Benefits paid
- $1,113,389
- Administrative expenses
- $83,739
- Total expenses
- $1,197,128
- Net increase / (decrease)
- $3,587,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sym Financial Corp | NONE | $34,514 | not reported in the loaded dataset | 2023 |
| North American Ktrade Alliance, LLC | NONE | $30,389 | $1,054 | 2023 |
| Latitude Service Company, Inc | NONE | $18,835 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kruggel, Lawton & Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Sym Financial Corp — Schedule C compensation
- North American Ktrade Alliance, LLC — Schedule C compensation
- Latitude Service Company, Inc — Schedule C compensation