Plan5500

Ret Inc Plan For Ees Of The Knapheide Mfg Co. Local 822 — Form 5500 plan (The Knapheide Manufacturing Company)

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, Ret Inc Plan For Ees Of The Knapheide Mfg Co. Local 822 is a benefit plan reported by The Knapheide Manufacturing Company under EIN 37-0368620 and plan number 002. The latest loaded filing year is 2023. The filing reports 895 participants and $66,612,870 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Knapheide Manufacturing Company
EIN
37-0368620
Plan number
002
Plan type
2
Location
Quincy, IL
Latest filing year
2023
Participants
895
End-of-year plan assets
$66,612,870

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023895H, C20241108174451NAL0006881971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,612,870
Net assets (EOY)
$66,612,870
Net assets (BOY)
$59,057,941

Income & contributions

Total income / additions
$9,928,905

Expenses & distributions

Benefits paid
$1,939,794
Administrative expenses
$434,182
Total expenses
$2,373,976
Net increase / (decrease)
$7,554,929

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$123,540$02023
Kestra Advisory Services, LLCCONSULTANT$18,750not reported in the loaded dataset2023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages