Kenosha Achievement Center, Inc. Employees' Profit Sharing Trust — Form 5500 plan (Kenosha Achievement Center, 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, Kenosha Achievement Center, Inc. Employees' Profit Sharing Trust is a benefit plan reported by Kenosha Achievement Center, Inc. under EIN 39-1399101 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $3,694,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kenosha Achievement Center, Inc.
- EIN
- 39-1399101
- Plan number
- 001
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $3,694,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20240918084257NAL0004053201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,694,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,694,771
- Net assets (BOY)
- $3,250,123
Income & contributions
- Employer contributions
- $162,468
- Participant contributions
- $191,002
- Total contributions
- $432,421
- Total income / additions
- $878,683
Expenses & distributions
- Benefits paid
- $413,052
- Administrative expenses
- $20,983
- Total expenses
- $434,035
- Net increase / (decrease)
- $444,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $16,973 | $0 | 2023 |
| Ppg Retirement Plan Services Ltd | RECORDKEEPER | $3,570 | $73 | 2023 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY | $441 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kenosha Achievement Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Transamerica Life Insurance Company — Schedule C compensation
- Ppg Retirement Plan Services Ltd — Schedule C compensation
- Mesirow Financial, Inc. — Schedule C compensation