Kanawha Stone Company, Inc. & Affiliates Profit Sharing Plan — Form 5500 plan (Kanawha Stone Company, 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, Kanawha Stone Company, Inc. & Affiliates Profit Sharing Plan is a benefit plan reported by Kanawha Stone Company, Inc. under EIN 55-0535003 and plan number 001. The latest loaded filing year is 2023. The filing reports 329 participants and $17,428,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kanawha Stone Company, Inc.
- EIN
- 55-0535003
- Plan number
- 001
- Plan type
- 2
- Location
- Poca, WV
- Latest filing year
- 2023
- Participants
- 329
- End-of-year plan assets
- $17,428,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 329 | H, C | 20240826050632NAL0005292483001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,428,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,428,507
- Net assets (BOY)
- $13,962,604
Income & contributions
- Employer contributions
- $256,887
- Participant contributions
- $1,054,147
- Total contributions
- $1,535,530
- Total income / additions
- $4,198,754
Expenses & distributions
- Benefits paid
- $609,130
- Administrative expenses
- $79,310
- Total expenses
- $732,851
- Net increase / (decrease)
- $3,465,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $37,739 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $28,612 | $0 | 2023 |
| Brown, Edwards & Company, Llp. | ACCOUNTANT | $13,000 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kanawha Stone Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Poca, WV
- Morgan Stanley Smith Barney — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Brown, Edwards & Company, Llp. — Schedule C compensation
- Mesirow Financial Investment Manage — Schedule C compensation