2023 Form 5500 filing — Kirsh Foundry Savings For 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 20240909141721NAL0009304930001) for Kirsh Foundry Savings For Retirement Plan, reported by Kirsh Foundry, Inc. under EIN 39-0616605 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909141721NAL0009304930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kirsh Foundry, Inc.
- EIN
- 39-0616605
- Plan number
- 003
- Location
- Beaver Dam, WI
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,458,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,458,145
- Employer contributions
- $82,345
- Participant contributions
- $415,570
- Total income / additions
- $1,764,899
- Benefits paid
- $473,047
- Administrative expenses
- $44,147
- Total expenses
- $517,194
- Net increase / (decrease)
- $1,247,705
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Spectrum Investment Advisors Inc | ADVISOR | $28,737 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $15,410 | $0 |