Krekow Jennings, Inc. Retirement Plan — Form 5500 plan (Krekow Jennings, 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, Krekow Jennings, Inc. Retirement Plan is a benefit plan reported by Krekow Jennings, Inc. under EIN 91-1026296 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $15,903,292 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Krekow Jennings, Inc.
- EIN
- 91-1026296
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $15,903,292
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20240819163951NAL0003707826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,903,292
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,903,292
- Net assets (BOY)
- $13,217,224
Income & contributions
- Employer contributions
- $239,372
- Participant contributions
- $864,920
- Total contributions
- $1,166,318
- Total income / additions
- $3,374,091
Expenses & distributions
- Benefits paid
- $640,158
- Administrative expenses
- $47,865
- Total expenses
- $688,023
- Net increase / (decrease)
- $2,686,068
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $33,928 | $0 | 2023 |
| Highland Capital Advisors | ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Swbc Investment Advisory Services | ADVISOR | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Krekow Jennings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Fidelity Investments Institutional — Schedule C compensation
- Highland Capital Advisors — Schedule C compensation
- Swbc Investment Advisory Services — Schedule C compensation