2023 Form 5500 filing — Lower Great Lakes Kenworth, Inc. 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 20241107090143NAL0016530000001) for Lower Great Lakes Kenworth, Inc. 401(K) Plan, reported by Lower Great Lakes Kenworth, Inc. under EIN 35-2122964 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107090143NAL0016530000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lower Great Lakes Kenworth, Inc.
- EIN
- 35-2122964
- Plan number
- 002
- Location
- South Bend, IN
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,231,087
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,231,087
- Employer contributions
- $203,309
- Participant contributions
- $574,791
- Total income / additions
- $1,706,987
- Benefits paid
- $572,983
- Administrative expenses
- $35,269
- Total expenses
- $608,252
- Net increase / (decrease)
- $1,098,735
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $22,348 | $0 |
| Adp, Inc. | RECORD KEEPER | $12,921 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |