2023 Form 5500 filing — Kencrest Services 403(B) 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 20250123085124NAL0003649043001) for Kencrest Services 403(B) Retirement Plan, reported by Kencrest Services, Inc. under EIN 25-1439925 and plan number 005. It reports 1,975 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123085124NAL0003649043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kencrest Services, Inc.
- EIN
- 25-1439925
- Plan number
- 005
- Location
- Blue Bell, PA
- Participants
- 1,975
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,762,784
- Net assets (EOY)
- $50,762,784
- Employer contributions
- $1,043,486
- Participant contributions
- $2,014,869
- Total income / additions
- $10,583,703
- Benefits paid
- $6,293,462
- Administrative expenses
- $237,997
- Total expenses
- $6,561,124
- Net increase / (decrease)
- $4,022,579
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Co | NONE | $238,054 | $0 |