Plan5500

Kwik Trip Profit Sharing 401(K) Plan — Form 5500 plan (Kwik Trip, 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, Kwik Trip Profit Sharing 401(K) Plan is a benefit plan reported by Kwik Trip, Inc. under EIN 39-1036365 and plan number 001. The latest loaded filing year is 2023. The filing reports 33,083 participants and $925,842,273 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kwik Trip, Inc.
EIN
39-1036365
Plan number
001
Plan type
2
Location
La Crosse, WI
Latest filing year
2023
Participants
33,083
End-of-year plan assets
$925,842,273

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333,083H, C20250714113625NAL0001012385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$925,842,273
Total liabilities (EOY)
$0
Net assets (EOY)
$925,842,273
Net assets (BOY)
$687,362,989

Income & contributions

Employer contributions
$53,374,358
Participant contributions
$79,139,769
Total contributions
$138,871,401
Total income / additions
$308,276,363

Expenses & distributions

Benefits paid
$68,190,804
Administrative expenses
$1,602,462
Total expenses
$69,797,079
Net increase / (decrease)
$238,479,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$1,521,862$02023
Marquette AssociatesINVESTMENT ADVISORY$80,600not reported in the loaded dataset2023

Related Form 5500 pages