Ward Kraft Retirement Plan — Form 5500 plan (Wk Holding Company, Inc)
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, Ward Kraft Retirement Plan is a benefit plan reported by Wk Holding Company, Inc under EIN 11-3668289 and plan number 001. The latest loaded filing year is 2023. The filing reports 312 participants and $26,669,754 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$26.7MPlan net assets, end of year$26,669,754
Participants312Covered participants reported
Assets / participant$85.5KComputed: assets ÷ participants$85,480 (computed)
Provider compensation$58.2K2 Schedule C provider row(s)$58,153
- Plan sponsor
- Wk Holding Company, Inc
- EIN
- 11-3668289
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Scott, KS
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 312 | H, C | 20240812121800NAL0020820690001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$26.7M total assets
Net assets$26.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $26,669,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,669,754
- Net assets (BOY)
- $23,465,226
Income & contributions
- Employer contributions
- $157,545
- Participant contributions
- $412,191
- Total contributions
- $569,736
- Total income / additions
- $4,652,409
Expenses & distributions
- Benefits paid
- $1,386,028
- Administrative expenses
- $61,853
- Total expenses
- $1,447,881
- Net increase / (decrease)
- $3,204,528
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
28%72%
Employer 28%Participant 72%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | FINANCIAL ADVISOR | $47,450 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $10,703 | $0 | 2023 |