2023 Form 5500 filing — King Retail Solutions 401(K) 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 20241014135404NAL0027476385001) for King Retail Solutions 401(K) Plan, reported by King Retail Solutions under EIN 93-1139529 and plan number 002. It reports 91 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135404NAL0027476385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- King Retail Solutions
- EIN
- 93-1139529
- Plan number
- 002
- Location
- Eugene, OR
- Participants
- 91
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,761,269
- Total liabilities (EOY)
- $934
- Net assets (EOY)
- $5,760,335
- Employer contributions
- $96,062
- Participant contributions
- $221,486
- Total income / additions
- $1,756,963
- Benefits paid
- $505,892
- Administrative expenses
- $46,329
- Total expenses
- $552,221
- Net increase / (decrease)
- $1,204,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy, Dahl & Holst, Inc. | ADVISOR | $27,602 | not reported in the loaded dataset |
| Spectrum Pension Consultants, Inc. | RECORDKEEPER | $10,305 | not reported in the loaded dataset |
| Professional Capital Services | RECORDKEEPER | $8,423 | not reported in the loaded dataset |