Kuhl Retirement Plan — Form 5500 plan (Alfwear, 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, Kuhl Retirement Plan is a benefit plan reported by Alfwear, Inc. under EIN 87-0474045 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $6,308,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alfwear, Inc.
- EIN
- 87-0474045
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $6,308,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241001095711NAL0003886771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,308,309
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,308,309
- Net assets (BOY)
- $4,028,865
Income & contributions
- Employer contributions
- $460,818
- Participant contributions
- $1,068,617
- Total contributions
- $1,592,426
- Total income / additions
- $2,433,793
Expenses & distributions
- Benefits paid
- $127,279
- Administrative expenses
- $27,070
- Total expenses
- $154,349
- Net increase / (decrease)
- $2,279,444
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,761 | $0 | 2023 |
| Transitional Broker LLC | BROKER/ADVISER | $0 | $18,231 | 2023 |
| 3 38 Investment Fiduciaries Inc | OTHER | $2,290 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19 | not reported in the loaded dataset | 2023 |
| Geneos Wealth Management | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alfwear, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company O — Schedule C compensation
- Transitional Broker LLC — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Geneos Wealth Management — Schedule C compensation