Kolcraft Enterprises, Inc. 401k Plan — Form 5500 plan (Kolcraft Enterprises, 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, Kolcraft Enterprises, Inc. 401k Plan is a benefit plan reported by Kolcraft Enterprises, Inc. under EIN 36-3337917 and plan number 003. The latest loaded filing year is 2023. The filing reports 215 participants and $8,364,586 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kolcraft Enterprises, Inc.
- EIN
- 36-3337917
- Plan number
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $8,364,586
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20241001154818NAL0007404177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,364,586
- Total liabilities (EOY)
- $45,994
- Net assets (EOY)
- $8,318,592
- Net assets (BOY)
- $7,518,555
Income & contributions
- Employer contributions
- $43,068
- Participant contributions
- $448,899
- Total contributions
- $491,967
- Total income / additions
- $1,709,910
Expenses & distributions
- Benefits paid
- $894,313
- Administrative expenses
- $8,271
- Total expenses
- $909,873
- Net increase / (decrease)
- $800,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $15,491 | 2023 |
| Dorsa Consulting Services, Inc. | TPA | $0 | $5,337 | 2023 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $1,700 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISORY | $1,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kolcraft Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Global Retirement Partners LLC — Schedule C compensation
- Dorsa Consulting Services, Inc. — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation