2023 Form 5500 filing — Kruggel, Lawton & Co. Employees' Benefit 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 20241014090857NAL0025791473001) for Kruggel, Lawton & Co. Employees' Benefit Plan, reported by Kruggel, Lawton & Co., LLC under EIN 35-1307701 and plan number 001. It reports 134 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)$20.6MReported net assets$20,643,111
Participants134
Provider compensation$84.8K3 Schedule C row(s)$84,792
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014090857NAL0025791473001
- Plan sponsor
- Kruggel, Lawton & Co., LLC
- EIN
- 35-1307701
- Plan number
- 001
- Location
- South Bend, IN
- 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)$20.6M total assets
Net assets$20.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $20,643,111
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,643,111
- Employer contributions
- $672,157
- Participant contributions
- $1,123,413
- Total income / additions
- $4,784,292
- Benefits paid
- $1,113,389
- Administrative expenses
- $83,739
- Total expenses
- $1,197,128
- Net increase / (decrease)
- $3,587,164
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Corp | NONE | $34,514 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | NONE | $30,389 | $1,054 |
| Latitude Service Company, Inc | NONE | $18,835 | not reported in the loaded dataset |