2023 Form 5500 filing — Kentucky Rebuild Corporation 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240801103857NAL0035952176001) for Kentucky Rebuild Corporation 401(K) Profit Sharing Plan, reported by Kentucky Rebuild Corporation under EIN 61-1169573 and plan number 001. It reports 122 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801103857NAL0035952176001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kentucky Rebuild Corporation
- EIN
- 61-1169573
- Plan number
- 001
- Location
- Independence, KY
- Participants
- 122
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,901,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,901,636
- Employer contributions
- $349,886
- Participant contributions
- $530,066
- Total income / additions
- $2,149,377
- Benefits paid
- $773,641
- Administrative expenses
- $40,356
- Total expenses
- $841,239
- Net increase / (decrease)
- $1,308,138
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors LLC | INVESTMENT ADVISOR | $32,618 | not reported in the loaded dataset |
| Mcf Advisors LLC | INVESTMENT ADVISOR | $14,395 | not reported in the loaded dataset |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $8,847 | $2,234 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,918 | $0 |
| Great-West Life & Annuity Co | RECORDKEEPER | $0 | $0 |