2023 Form 5500 filing — Wild Rose Entertainment, Lllp 401(K) 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 20240812143609NAL0005520739001) for Wild Rose Entertainment, Lllp 401(K) Plan, reported by Kirke Financial Services, L.L.C. under EIN 42-1489727 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812143609NAL0005520739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kirke Financial Services, L.L.C.
- EIN
- 42-1489727
- Plan number
- 001
- Location
- West Des Moines, IA
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,302,069
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,302,069
- Employer contributions
- $440,967
- Participant contributions
- $835,895
- Total income / additions
- $3,170,369
- Benefits paid
- $1,618,493
- Administrative expenses
- $121,276
- Total expenses
- $1,773,365
- Net increase / (decrease)
- $1,397,004
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Finway Group | TPA | $41,321 | $5,000 |
| Northwest Wealth Management, LLC | INVESTMENT ADVISOR | $34,514 | not reported in the loaded dataset |
| Empower Annutiy Insurance Company | RECORDKEEPER | $32,031 | $0 |
| Miner Gilroy & Meade Cpa Pc | AUDITOR | $19,698 | not reported in the loaded dataset |
| Pensionmark Financial Group LLC | OTHER | $6,392 | not reported in the loaded dataset |