2023 Form 5500 filing — Krieg Devault Profit Sharing 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 20241014110845NAL0044271456002) for Krieg Devault Profit Sharing Plan, reported by Krieg Devault Llp under EIN 35-1055087 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110845NAL0044271456002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Krieg Devault Llp
- EIN
- 35-1055087
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $105,238,074
- Net assets (EOY)
- $105,238,074
- Employer contributions
- $2,388,528
- Participant contributions
- $1,872,942
- Total income / additions
- $22,189,377
- Benefits paid
- $8,634,441
- Administrative expenses
- $209,214
- Total expenses
- $8,843,957
- Net increase / (decrease)
- $13,345,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodley Farra Manion Portfolio | NONE | $71,567 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $54,395 | not reported in the loaded dataset |
| Procourse Fiduciary Advisors | NONE | $32,750 | not reported in the loaded dataset |
| Forvis Mazars,Llp | NONE | $20,790 | not reported in the loaded dataset |
| Brucke Financial Inc | NONE | $13,513 | not reported in the loaded dataset |
| Peloton Wealth Strategists Inc | NONE | $11,698 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $575 | $0 |