Kencrest Services 403(B) Retirement Plan — Form 5500 plan (Kencrest Services, 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, Kencrest Services 403(B) Retirement Plan is a benefit plan reported by Kencrest Services, Inc. under EIN 25-1439925 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,975 participants and $50,762,784 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kencrest Services, Inc.
EIN
25-1439925
Plan number
005
Plan type
2
Location
Blue Bell, PA
Latest filing year
2023
Participants
1,975
End-of-year plan assets
$50,762,784

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,975H, C20250123085124NAL0003649043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,762,784
Net assets (EOY)
$50,762,784
Net assets (BOY)
$46,740,205

Income & contributions

Employer contributions
$1,043,486
Participant contributions
$2,014,869
Total contributions
$3,401,540
Total income / additions
$10,583,703

Expenses & distributions

Benefits paid
$6,293,462
Administrative expenses
$237,997
Total expenses
$6,561,124
Net increase / (decrease)
$4,022,579

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CoNONE$238,054$02023

Related Form 5500 pages