B. R. Kreider & Son, Inc., 401(K) Retirement Trust — Form 5500 plan (B. R. Kreider & Son, 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, B. R. Kreider & Son, Inc., 401(K) Retirement Trust is a benefit plan reported by B. R. Kreider & Son, Inc. under EIN 23-1707144 and plan number 001. The latest loaded filing year is 2023. The filing reports 305 participants and $17,758,952 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
B. R. Kreider & Son, Inc.
EIN
23-1707144
Plan number
001
Plan type
2
Location
Manheim, PA
Latest filing year
2023
Participants
305
End-of-year plan assets
$17,758,952

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023305H, C20250403171409NAL0017473408001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,758,952
Total liabilities (EOY)
$8,821
Net assets (EOY)
$17,750,131
Net assets (BOY)
$15,243,447

Income & contributions

Employer contributions
$141,633
Participant contributions
$1,055,164
Total contributions
$1,196,797
Total income / additions
$3,738,052

Expenses & distributions

Benefits paid
$1,140,817
Administrative expenses
$85,343
Total expenses
$1,231,368
Net increase / (decrease)
$2,506,684

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fulton BankNONE$80,986not reported in the loaded dataset2023
Rkl LlpNONE$10,842not reported in the loaded dataset2023

Related Form 5500 pages