2023 Form 5500 filing — Krueger Wholesale Florist, Inc. 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 20240903091620NAL0038626146001) for Krueger Wholesale Florist, Inc. 401(K) Profit Sharing Plan, reported by Krueger Wholesale Florist, Inc. under EIN 39-1154722 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903091620NAL0038626146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Krueger Wholesale Florist, Inc.
- EIN
- 39-1154722
- Plan number
- 001
- Location
- Rothschild, WI
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,066,751
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,066,751
- Employer contributions
- $265,682
- Participant contributions
- $857,183
- Total income / additions
- $3,196,085
- Benefits paid
- $2,118,198
- Administrative expenses
- $66,609
- Total expenses
- $2,184,807
- Net increase / (decrease)
- $1,011,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nicolet National Bank | INVESTMENT ADVISOR | $46,759 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $19,850 | $0 |