2023 Form 5500 filing — Kwik Trip Profit Sharing 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 20250714113625NAL0001012385001) for Kwik Trip Profit Sharing 401(K) Plan, reported by Kwik Trip, Inc. under EIN 39-1036365 and plan number 001. It reports 33,083 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714113625NAL0001012385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kwik Trip, Inc.
- EIN
- 39-1036365
- Plan number
- 001
- Location
- La Crosse, WI
- Participants
- 33,083
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $925,842,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $925,842,273
- Employer contributions
- $53,374,358
- Participant contributions
- $79,139,769
- Total income / additions
- $308,276,363
- Benefits paid
- $68,190,804
- Administrative expenses
- $1,602,462
- Total expenses
- $69,797,079
- Net increase / (decrease)
- $238,479,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $1,521,862 | $0 |
| Marquette Associates | INVESTMENT ADVISORY | $80,600 | not reported in the loaded dataset |