Kerberrose S.C. 401(K) Profit Sharing Plan — Form 5500 plan (Kerberrose 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, Kerberrose S.C. 401(K) Profit Sharing Plan is a benefit plan reported by Kerberrose S.C. under EIN 39-1658423 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $32,513,372 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kerberrose S.C.
- EIN
- 39-1658423
- Plan number
- 001
- Plan type
- 2
- Location
- Shawano, WI
- Latest filing year
- 2023
- Participants
- 317
- End-of-year plan assets
- $32,513,372
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 317 | H, C | 20241015135649NAL0016544611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,513,372
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,513,372
- Net assets (BOY)
- $26,989,479
Income & contributions
- Employer contributions
- $1,163,624
- Participant contributions
- $1,886,586
- Total contributions
- $3,793,044
- Total income / additions
- $7,475,601
Expenses & distributions
- Benefits paid
- $1,923,778
- Administrative expenses
- $27,930
- Total expenses
- $1,951,708
- Net increase / (decrease)
- $5,523,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Retirement Services | RECORDKEEPER | $24,080 | not reported in the loaded dataset | 2023 |
| Retirement Plan Partners, LLC | THIRD PARTY ADMINISTRATO | $3,350 | not reported in the loaded dataset | 2023 |