Krueger Wholesale Florist, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Krueger Wholesale Florist, 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, Krueger Wholesale Florist, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Krueger Wholesale Florist, Inc. under EIN 39-1154722 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $14,066,751 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Krueger Wholesale Florist, Inc.
EIN
39-1154722
Plan number
001
Plan type
2
Location
Rothschild, WI
Latest filing year
2023
Participants
202
End-of-year plan assets
$14,066,751

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20240903091620NAL0038626146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,066,751
Total liabilities (EOY)
$0
Net assets (EOY)
$14,066,751
Net assets (BOY)
$13,055,473

Income & contributions

Employer contributions
$265,682
Participant contributions
$857,183
Total contributions
$1,142,799
Total income / additions
$3,196,085

Expenses & distributions

Benefits paid
$2,118,198
Administrative expenses
$66,609
Total expenses
$2,184,807
Net increase / (decrease)
$1,011,278

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nicolet National BankINVESTMENT ADVISOR$46,759not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$19,850$02023

Related Form 5500 pages