2023 Form 5500 filing — Kraemer Brothers Employee Retirement And Savings 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 20240828102822NAL0012044465001) for Kraemer Brothers Employee Retirement And Savings Plan, reported by Kraemer Brothers, LLC under EIN 39-1889752 and plan number 001. It reports 197 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)$16.4MReported net assets$16,384,681
Participants197
Provider compensation$1.6K1 Schedule C row(s)$1,650
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828102822NAL0012044465001
Plan sponsor
Kraemer Brothers, LLC
EIN
39-1889752
Plan number
001
Location
Plain, WI
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)$16.4M total assets
Net assets$16.4MLiabilities$0
Money in vs. money out
Total income / additions$4M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$0
Participant$722.2K
Full reported line items
Total assets (EOY)
$16,384,681
Total liabilities (EOY)
$0
Net assets (EOY)
$16,384,681
Employer contributions
$0
Participant contributions
$722,172
Total income / additions
$3,976,727
Benefits paid
$1,627,511
Administrative expenses
$1,650
Total expenses
$1,629,161
Net increase / (decrease)
$2,347,566

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,650$0

Related Form 5500 pages