Davis & Kuelthau, S.C. 401(K) Savings Plan — Form 5500 plan (Davis & Kuelthau, S.C.)
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, Davis & Kuelthau, S.C. 401(K) Savings Plan is a benefit plan reported by Davis & Kuelthau, S.C. under EIN 39-1132468 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis & Kuelthau, S.C.
- EIN
- 39-1132468
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240730115423NAL0019972273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $53,872,544
Income & contributions
- Employer contributions
- $1,059,236
- Participant contributions
- $0
- Total contributions
- $1,059,236
- Total income / additions
- $3,196,622
Expenses & distributions
- Benefits paid
- $35,900,312
- Administrative expenses
- $59,022
- Total expenses
- $35,959,334
- Net increase / (decrease)
- -$32,762,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Spectrum Investment Advisors Inc | INVESTMENT ADVISOR | $55,880 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,142 | $0 | 2023 |