2023 Form 5500 filing — Kriegel Holding Company, Inc. 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 20240913114855NAL0016964544001) for Kriegel Holding Company, Inc. 401(K) Plan, reported by Kriegel Holding Company, Inc. under EIN 30-0227844 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913114855NAL0016964544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kriegel Holding Company, Inc.
- EIN
- 30-0227844
- Plan number
- 001
- Location
- Van Wert, OH
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,079,011
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,079,011
- Employer contributions
- $178,303
- Participant contributions
- $651,004
- Total income / additions
- $1,811,952
- Benefits paid
- $352,088
- Administrative expenses
- $8,829
- Total expenses
- $369,447
- Net increase / (decrease)
- $1,442,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Retirement Systems, Inc. | TPA | $4,785 | $130 |
| Transamerica Life Insurance Co. | RECORDKEEPER | $2,792 | $0 |
| Royal Alliance Associates, Inc. | BROKER | $0 | $1,730 |
| Mesirow Financial, Inc. | INVESTMENT ADVISORY PLAN | $1,252 | not reported in the loaded dataset |