Kreg Enterprises, Inc., Dba Kreg Tool Company 401(K) Plan — Form 5500 plan (Kreg Enterprises, Inc., Dba Kreg Tool Company)

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, Kreg Enterprises, Inc., Dba Kreg Tool Company 401(K) Plan is a benefit plan reported by Kreg Enterprises, Inc., Dba Kreg Tool Company under EIN 42-1367720 and plan number 002. The latest loaded filing year is 2023. The filing reports 260 participants and $12,194,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kreg Enterprises, Inc., Dba Kreg Tool Company
EIN
42-1367720
Plan number
002
Plan type
2
Location
Ankeny, IA
Latest filing year
2023
Participants
260
End-of-year plan assets
$12,194,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023260H, C20240916094345NAL0000960947001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,194,156
Total liabilities (EOY)
$0
Net assets (EOY)
$12,194,156
Net assets (BOY)
$10,041,418

Income & contributions

Participant contributions
$1,323,068
Total contributions
$1,545,764
Total income / additions
$3,303,308

Expenses & distributions

Benefits paid
$1,079,974
Administrative expenses
$70,596
Total expenses
$1,150,570
Net increase / (decrease)
$2,152,738

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$70,690$02023
Mcgladrey Wealth Management LLCINVESTMENT ADVISORY$0$37,3932023

Related Form 5500 pages