Kkw Trucking, Inc. 401(K) Profit Sharing And Retirement Trust — Form 5500 plan (Kkw Trucking, 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, Kkw Trucking, Inc. 401(K) Profit Sharing And Retirement Trust is a benefit plan reported by Kkw Trucking, Inc. under EIN 95-2234403 and plan number 002. The latest loaded filing year is 2023. The filing reports 496 participants and $12,407,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kkw Trucking, Inc.
- EIN
- 95-2234403
- Plan number
- 002
- Plan type
- 2
- Location
- Pomona, CA
- Latest filing year
- 2023
- Participants
- 496
- End-of-year plan assets
- $12,407,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 496 | H, C | 20241015123831NAL0029650161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,407,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,407,969
- Net assets (BOY)
- $8,694,804
Income & contributions
- Employer contributions
- $217,446
- Participant contributions
- $1,035,994
- Total contributions
- $3,054,475
- Total income / additions
- $4,696,363
Expenses & distributions
- Benefits paid
- $902,782
- Administrative expenses
- $72,034
- Total expenses
- $983,198
- Net increase / (decrease)
- $3,713,165
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $42,126 | $0 | 2023 |
| Roorda Piquet & Bessee Inc | OTHER | $15,500 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $7,475 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,533 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONTRACT ADMIN | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kkw Trucking, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pomona, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Roorda Piquet & Bessee Inc — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation