Kwik Lok Corporation 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Kwik Lok Corporation)
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, Kwik Lok Corporation 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Kwik Lok Corporation under EIN 91-0616767 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $10,375,495 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kwik Lok Corporation
- EIN
- 91-0616767
- Plan number
- 002
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $10,375,495
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20250115112443NAL0035546528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,375,495
- Net assets (EOY)
- $10,375,495
- Net assets (BOY)
- $9,726,881
Income & contributions
- Employer contributions
- $388,256
- Participant contributions
- $777,186
- Total contributions
- $1,165,442
- Total income / additions
- $2,990,912
Expenses & distributions
- Benefits paid
- $2,310,529
- Administrative expenses
- $31,769
- Total expenses
- $2,342,298
- Net increase / (decrease)
- $648,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Advisors | NONE | $30,900 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $3,866 | 2023 |
| Usi Consulting Group, Inc. | NONE | $869 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kwik Lok Corporation
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Yakima, WA
- Usi Advisors — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Usi Consulting Group, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation