2023 Form 5500 filing — Kolbe & Kolbe Millwork Co., Inc. Retirement Savings 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 20241014182626NAL0047151536001) for Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan, reported by Kolbe & Kolbe Millwork Co., Inc. under EIN 39-1193314 and plan number 002. It reports 1,172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014182626NAL0047151536001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kolbe & Kolbe Millwork Co., Inc.
- EIN
- 39-1193314
- Plan number
- 002
- Location
- Wausau, WI
- Participants
- 1,172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,139,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $92,139,742
- Employer contributions
- $1,181,639
- Participant contributions
- $3,768,188
- Total income / additions
- $18,918,283
- Benefits paid
- $8,168,167
- Administrative expenses
- $125,160
- Total expenses
- $8,293,327
- Net increase / (decrease)
- $10,624,956
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $125,160 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |