Kickhaefer Manufacturing Company 401k Plan — Form 5500 plan (Kickhaefer Manufacturing Company, 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, Kickhaefer Manufacturing Company 401k Plan is a benefit plan reported by Kickhaefer Manufacturing Company, LLC under EIN 83-0504276 and plan number 001. The latest loaded filing year is 2023. The filing reports 356 participants and $22,533,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kickhaefer Manufacturing Company, LLC
EIN
83-0504276
Plan number
001
Plan type
2
Location
Port Washington, WI
Latest filing year
2023
Participants
356
End-of-year plan assets
$22,533,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023356H, C20240708064505NAL0007742275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,533,161
Net assets (EOY)
$22,533,161
Net assets (BOY)
$19,425,032

Income & contributions

Employer contributions
$359,734
Participant contributions
$1,167,442
Total contributions
$1,578,097
Total income / additions
$4,500,949

Expenses & distributions

Benefits paid
$1,317,579
Administrative expenses
$73,004
Total expenses
$1,392,820
Net increase / (decrease)
$3,108,129

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment AdvisorsINVESTMENT ADVISORY - PLA$40,880not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORDKEEPER$32,124$02023

Related Form 5500 pages