2023 Form 5500 filing — Storey-Kenworthy Company 401(K) Profit Sharing Plan And Trust
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 20241011135658NAL0012563635001) for Storey-Kenworthy Company 401(K) Profit Sharing Plan And Trust, reported by Storey-Kenworthy Company under EIN 42-0549150 and plan number 001. It reports 267 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)$30.3MReported net assets$30,288,430
Participants267
Provider compensation$149.4K2 Schedule C row(s)$149,436
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011135658NAL0012563635001
- Plan sponsor
- Storey-Kenworthy Company
- EIN
- 42-0549150
- Plan number
- 001
- Location
- Des Moines, IA
- Received date
- not reported in the loaded dataset
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)$30.3M total assets
Net assets$30.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,288,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,288,430
- Employer contributions
- $809,131
- Participant contributions
- $955,883
- Total income / additions
- $5,954,681
- Benefits paid
- $3,621,092
- Administrative expenses
- $97,542
- Total expenses
- $3,718,634
- Net increase / (decrease)
- $2,236,047
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,623 | $0 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $51,813 |