Wild Rose Entertainment, Lllp 401(K) Plan — Form 5500 plan (Kirke Financial Services, L.L.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, Wild Rose Entertainment, Lllp 401(K) Plan is a benefit plan reported by Kirke Financial Services, L.L.C. under EIN 42-1489727 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $14,302,069 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirke Financial Services, L.L.C.
- EIN
- 42-1489727
- Plan number
- 001
- Plan type
- 2
- Location
- West Des Moines, IA
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $14,302,069
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20240812143609NAL0005520739001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,302,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,302,069
- Net assets (BOY)
- $12,905,065
Income & contributions
- Employer contributions
- $440,967
- Participant contributions
- $835,895
- Total contributions
- $1,276,862
- Total income / additions
- $3,170,369
Expenses & distributions
- Benefits paid
- $1,618,493
- Administrative expenses
- $121,276
- Total expenses
- $1,773,365
- Net increase / (decrease)
- $1,397,004
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Finway Group | TPA | $41,321 | $5,000 | 2023 |
| Northwest Wealth Management, LLC | INVESTMENT ADVISOR | $34,514 | not reported in the loaded dataset | 2023 |
| Empower Annutiy Insurance Company | RECORDKEEPER | $32,031 | $0 | 2023 |
| Miner Gilroy & Meade Cpa Pc | AUDITOR | $19,698 | not reported in the loaded dataset | 2023 |
| Pensionmark Financial Group LLC | OTHER | $6,392 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kirke Financial Services, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in West Des Moines, IA
- The Finway Group — Schedule C compensation
- Northwest Wealth Management, LLC — Schedule C compensation
- Empower Annutiy Insurance Company — Schedule C compensation
- Miner Gilroy & Meade Cpa Pc — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation