2023 Form 5500 filing — Kolcraft Enterprises, Inc. 401k 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 20241001154818NAL0007404177001) for Kolcraft Enterprises, Inc. 401k Plan, reported by Kolcraft Enterprises, Inc. under EIN 36-3337917 and plan number 003. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001154818NAL0007404177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kolcraft Enterprises, Inc.
- EIN
- 36-3337917
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,364,586
- Total liabilities (EOY)
- $45,994
- Net assets (EOY)
- $8,318,592
- Employer contributions
- $43,068
- Participant contributions
- $448,899
- Total income / additions
- $1,709,910
- Benefits paid
- $894,313
- Administrative expenses
- $8,271
- Total expenses
- $909,873
- Net increase / (decrease)
- $800,037
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $15,491 |
| Dorsa Consulting Services, Inc. | TPA | $0 | $5,337 |
| Voya Retirement Insurance And Annui | INVESTMENT ADVISORY | $1,700 | not reported in the loaded dataset |
| Morningstar Investment Management | INVESTMENT ADVISORY | $1,700 | not reported in the loaded dataset |