2023 Form 5500 filing — Kem Krest Profit Sharing & Retirement 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 20241015142819NAL0028762337001) for Kem Krest Profit Sharing & Retirement Plan, reported by Kem Krest Corporation under EIN 35-1472953 and plan number 001. It reports 694 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142819NAL0028762337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kem Krest Corporation
- EIN
- 35-1472953
- Plan number
- 001
- Location
- Elkhart, IN
- Participants
- 694
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,710,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,710,604
- Employer contributions
- $1,080,650
- Participant contributions
- $2,151,766
- Total income / additions
- $7,962,756
- Benefits paid
- $2,835,591
- Administrative expenses
- $124,273
- Total expenses
- $2,959,864
- Net increase / (decrease)
- $5,002,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,273 | $0 |
| Royal Alliance Associates, Inc. | INVESTMENT ADVISORY | $0 | $50,531 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management L | INC ADV, PARTICIPANTS | $0 | $0 |