Kruse Western Capital Accumulation Plan — Form 5500 plan (Kruse-Western LLC)
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, Kruse Western Capital Accumulation Plan is a benefit plan reported by Kruse-Western LLC under EIN 81-6150382 and plan number 002. The latest loaded filing year is 2023. The filing reports 478 participants and $5,751,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kruse-Western LLC
- EIN
- 81-6150382
- Plan number
- 002
- Plan type
- 2
- Location
- Goshen, CA
- Latest filing year
- 2023
- Participants
- 478
- End-of-year plan assets
- $5,751,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 478 | H | 20241014114603NAL0044367712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,751,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,751,537
- Net assets (BOY)
- $5,476,066
Income & contributions
- Total contributions
- $0
- Total income / additions
- $276,056
Expenses & distributions
- Benefits paid
- $585
- Administrative expenses
- $0
- Total expenses
- $585
- Net increase / (decrease)
- $275,471
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.