Plan5500

Warmkraft, Inc. Profit Sharing Plan — Form 5500 plan (Warmkraft, 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, Warmkraft, Inc. Profit Sharing Plan is a benefit plan reported by Warmkraft, Inc. under EIN 64-0695892 and plan number 001. The latest loaded filing year is 2023. The filing reports 223 participants and $1,240,690 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warmkraft, Inc.
EIN
64-0695892
Plan number
001
Plan type
2
Location
Taylorsville, MS
Latest filing year
2023
Participants
223
End-of-year plan assets
$1,240,690

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023223H, C20241209145040NAL0010709185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,240,690
Total liabilities (EOY)
$0
Net assets (EOY)
$1,240,690
Net assets (BOY)
$1,541,957

Income & contributions

Total contributions
$0
Total income / additions
$174,472

Expenses & distributions

Benefits paid
$449,043
Administrative expenses
$26,696
Total expenses
$475,739
Net increase / (decrease)
-$301,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Heritage Pension Advisors LLCTPA$17,996not reported in the loaded dataset2023
Bankplus Wealth ManagementADVISOR$8,700not reported in the loaded dataset2023

Related Form 5500 pages