2023 Form 5500 filing — Kruse Western Capital Accumulation 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 20241014114603NAL0044367712001) for Kruse Western Capital Accumulation Plan, reported by Kruse-Western LLC under EIN 81-6150382 and plan number 002. It reports 478 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241014114603NAL0044367712001
Filing year
2023
Form type
2
Plan sponsor
Kruse-Western LLC
EIN
81-6150382
Plan number
002
Location
Goshen, CA
Participants
478
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,751,537
Total liabilities (EOY)
$0
Net assets (EOY)
$5,751,537
Total income / additions
$276,056
Benefits paid
$585
Administrative expenses
$0
Total expenses
$585
Net increase / (decrease)
$275,471
Schedule source
Schedule H

Related Form 5500 pages