2023 Form 5500 filing — Ward Kraft Retirement 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 20240812121800NAL0020820690001) for Ward Kraft Retirement Plan, reported by Wk Holding Company, Inc under EIN 11-3668289 and plan number 001. It reports 312 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$26.7MReported net assets$26,669,754
Participants312
Provider compensation$58.2K2 Schedule C row(s)$58,153
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240812121800NAL0020820690001
- Plan sponsor
- Wk Holding Company, Inc
- EIN
- 11-3668289
- Plan number
- 001
- Location
- Fort Scott, KS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$26.7M total assets
Net assets$26.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,669,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,669,754
- Employer contributions
- $157,545
- Participant contributions
- $412,191
- Total income / additions
- $4,652,409
- Benefits paid
- $1,386,028
- Administrative expenses
- $61,853
- Total expenses
- $1,447,881
- Net increase / (decrease)
- $3,204,528
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | FINANCIAL ADVISOR | $47,450 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $10,703 | $0 |