2023 Form 5500 filing — Kingsway America Inc. 401(K) Retirement Savings 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 20241008114434NAL0017489313001) for Kingsway America Inc. 401(K) Retirement Savings Plan, reported by Kingsway America Inc. under EIN 98-0180930 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$36.2MReported net assets$36,216,197
Participants456
Provider compensation$45.6K3 Schedule C row(s)$45,582
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008114434NAL0017489313001
Plan sponsor
Kingsway America Inc.
EIN
98-0180930
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$36.2M total assets
Net assets$36.2MLiabilities$0
Money in vs. money out
Total income / additions$8.6M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$446K
Participant$1.7M
Full reported line items
Total assets (EOY)
$36,216,197
Total liabilities (EOY)
$0
Net assets (EOY)
$36,216,197
Employer contributions
$445,960
Participant contributions
$1,747,911
Total income / additions
$8,592,599
Benefits paid
$3,249,553
Administrative expenses
$49,140
Total expenses
$3,298,693
Net increase / (decrease)
$5,293,906
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $37K
  2. 2
    ADVISOR · Direct $6.2K
  3. 3
    RECORDKEEPER · Direct $2.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008114434NAL0017489313001 cover?
It is the 2023 Form 5500 filing for Kingsway America Inc. 401(K) Retirement Savings Plan, reported by Kingsway America Inc. (EIN 98-0180930).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages