2023 Form 5500 filing — Krugliak, Wilkins, Griffiths & Dougherty Co., Lpa. Profit Sharing And 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 20241015105626NAL0028129585001) for Krugliak, Wilkins, Griffiths & Dougherty Co., Lpa. Profit Sharing And 401(K) Plan, reported by Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. under EIN 34-1295659 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015105626NAL0028129585001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.
- EIN
- 34-1295659
- Plan number
- 001
- Location
- Canton, OH
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,706,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,706,891
- Employer contributions
- $1,211,984
- Participant contributions
- $871,418
- Total income / additions
- $6,740,574
- Benefits paid
- $2,394,774
- Administrative expenses
- $71,448
- Total expenses
- $2,466,222
- Net increase / (decrease)
- $4,274,352
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Huntington National Bank | INVESTMENT ADVISORY | $22,803 | not reported in the loaded dataset |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLAN | $16,702 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $9,758 | $0 |
| Rea & Associates | THIRD PARTY ADMIN | $1,820 | $2,135 |