Plain-English plan 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, Albert Kemperle, Inc. Retirement Trust is a benefit plan reported by Albert Kemperle, Inc. under EIN 11-2293976 and plan number 002. The latest loaded filing year is 2023. The filing reports 522 participants and $36,343,034 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,343,034
- Total liabilities (EOY)
- $95,106
- Net assets (EOY)
- $36,247,928
- Net assets (BOY)
- $30,679,249
Income & contributions
- Employer contributions
- $723,587
- Participant contributions
- $2,008,863
- Total contributions
- $2,889,446
- Total income / additions
- $8,241,182
Expenses & distributions
- Benefits paid
- $2,554,588
- Administrative expenses
- $73,488
- Total expenses
- $2,672,503
- Net increase / (decrease)
- $5,568,679