2023 Form 5500 filing — Kessler'S Diamond Center, 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 20241003132249NAL0017146368001) for Kessler'S Diamond Center, Inc. 401(K) Plan, reported by Kessler'S Diamond Center, Inc. under EIN 39-1344111 and plan number 002. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003132249NAL0017146368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kessler'S Diamond Center, Inc.
- EIN
- 39-1344111
- Plan number
- 002
- Location
- Germantown, WI
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,006,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,006,663
- Employer contributions
- $129,599
- Participant contributions
- $693,007
- Total income / additions
- $2,407,675
- Benefits paid
- $627,001
- Administrative expenses
- $10,679
- Total expenses
- $637,680
- Net increase / (decrease)
- $1,769,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | SERVICE PROVIDER | $0 | $23,057 |
| Cetera Investment Advisers LLC | SERVICE PROVIDER | $0 | $17,083 |