Lower Great Lakes Kenworth, Inc. 401(K) Plan — Form 5500 plan (Lower Great Lakes Kenworth, 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, Lower Great Lakes Kenworth, Inc. 401(K) Plan is a benefit plan reported by Lower Great Lakes Kenworth, Inc. under EIN 35-2122964 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $7,231,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lower Great Lakes Kenworth, Inc.
EIN
35-2122964
Plan number
002
Plan type
2
Location
South Bend, IN
Latest filing year
2023
Participants
194
End-of-year plan assets
$7,231,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241107090143NAL0016530000001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,231,087
Total liabilities (EOY)
$0
Net assets (EOY)
$7,231,087
Net assets (BOY)
$6,132,352

Income & contributions

Employer contributions
$203,309
Participant contributions
$574,791
Total contributions
$779,032
Total income / additions
$1,706,987

Expenses & distributions

Benefits paid
$572,983
Administrative expenses
$35,269
Total expenses
$608,252
Net increase / (decrease)
$1,098,735

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Commonwealth Equity Services, Inc.INVESTMENT/FINANCIAL ADVI$22,348$02023
Adp, Inc.RECORD KEEPER$12,921$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages