King Retail Solutions 401(K) Plan — Form 5500 plan (King Retail Solutions)
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, King Retail Solutions 401(K) Plan is a benefit plan reported by King Retail Solutions under EIN 93-1139529 and plan number 002. The latest loaded filing year is 2023. The filing reports 91 participants and $5,761,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- King Retail Solutions
- EIN
- 93-1139529
- Plan number
- 002
- Plan type
- 2
- Location
- Eugene, OR
- Latest filing year
- 2023
- Participants
- 91
- End-of-year plan assets
- $5,761,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 91 | H, C | 20241014135404NAL0027476385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,761,269
- Total liabilities (EOY)
- $934
- Net assets (EOY)
- $5,760,335
- Net assets (BOY)
- $4,555,593
Income & contributions
- Employer contributions
- $96,062
- Participant contributions
- $221,486
- Total contributions
- $317,548
- Total income / additions
- $1,756,963
Expenses & distributions
- Benefits paid
- $505,892
- Administrative expenses
- $46,329
- Total expenses
- $552,221
- Net increase / (decrease)
- $1,204,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sloy, Dahl & Holst, Inc. | ADVISOR | $27,602 | not reported in the loaded dataset | 2023 |
| Spectrum Pension Consultants, Inc. | RECORDKEEPER | $10,305 | not reported in the loaded dataset | 2023 |
| Professional Capital Services | RECORDKEEPER | $8,423 | not reported in the loaded dataset | 2023 |