2023 Form 5500 filing — Kruse Western Holdings, LLC 401(K) And Profit Sharing 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 20250417162401NAL0000644147001) for Kruse Western Holdings, LLC 401(K) And Profit Sharing Plan, reported by Kruse Western Holdings, LLC under EIN 88-2929149 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250417162401NAL0000644147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kruse Western Holdings, LLC
- EIN
- 88-2929149
- Plan number
- 001
- Location
- Goshen, CA
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,247,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,247,266
- Employer contributions
- $1,181,913
- Participant contributions
- $1,824,679
- Total income / additions
- $5,355,167
- Benefits paid
- $2,978,931
- Administrative expenses
- $37,409
- Total expenses
- $3,016,340
- Net increase / (decrease)
- $2,338,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $37,409 | $0 |