Honkamp Krueger & Co 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Honkamp Krueger & Co., P.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, Honkamp Krueger & Co 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Honkamp Krueger & Co., P.C. under EIN 42-0946155 and plan number 001. The latest loaded filing year is 2023. The filing reports 453 participants and $58,283,398 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Honkamp Krueger & Co., P.C.
EIN
42-0946155
Plan number
001
Plan type
2
Location
Dubuque, IA
Latest filing year
2023
Participants
453
End-of-year plan assets
$58,283,398

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023453H, C20241011104053NAL0010828099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,283,398
Total liabilities (EOY)
$0
Net assets (EOY)
$58,283,398
Net assets (BOY)
$48,297,634

Income & contributions

Employer contributions
$865,719
Participant contributions
$2,267,723
Total contributions
$3,653,963
Total income / additions
$11,808,055

Expenses & distributions

Benefits paid
$1,729,051
Administrative expenses
$93,240
Total expenses
$1,822,291
Net increase / (decrease)
$9,985,764

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Retirement Plan ServciesN/A$93,241not reported in the loaded dataset2023

Related Form 5500 pages