2023 Form 5500 filing — Kanawha Stone Company, Inc. & Affiliates 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 20240826050632NAL0005292483001) for Kanawha Stone Company, Inc. & Affiliates Profit Sharing Plan, reported by Kanawha Stone Company, Inc. under EIN 55-0535003 and plan number 001. It reports 329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826050632NAL0005292483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kanawha Stone Company, Inc.
- EIN
- 55-0535003
- Plan number
- 001
- Location
- Poca, WV
- Participants
- 329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,428,507
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,428,507
- Employer contributions
- $256,887
- Participant contributions
- $1,054,147
- Total income / additions
- $4,198,754
- Benefits paid
- $609,130
- Administrative expenses
- $79,310
- Total expenses
- $732,851
- Net increase / (decrease)
- $3,465,903
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $37,739 | $0 |
| Adp, Inc. | RECORD KEEPER | $28,612 | $0 |
| Brown, Edwards & Company, Llp. | ACCOUNTANT | $13,000 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |