Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan — Form 5500 plan (Kolbe & Kolbe Millwork Co., 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, Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan is a benefit plan reported by Kolbe & Kolbe Millwork Co., Inc. under EIN 39-1193314 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,172 participants and $92,139,742 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kolbe & Kolbe Millwork Co., Inc.
EIN
39-1193314
Plan number
002
Plan type
2
Location
Wausau, WI
Latest filing year
2023
Participants
1,172
End-of-year plan assets
$92,139,742

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,172H, C20241014182626NAL0047151536001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$92,139,742
Total liabilities (EOY)
$0
Net assets (EOY)
$92,139,742
Net assets (BOY)
$81,514,786

Income & contributions

Employer contributions
$1,181,639
Participant contributions
$3,768,188
Total contributions
$5,759,154
Total income / additions
$18,918,283

Expenses & distributions

Benefits paid
$8,168,167
Administrative expenses
$125,160
Total expenses
$8,293,327
Net increase / (decrease)
$10,624,956

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$125,160$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages