Krugliak, Wilkins, Griffiths & Dougherty Co., Lpa. Profit Sharing And 401(K) Plan — Form 5500 plan (Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.)
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, Krugliak, Wilkins, Griffiths & Dougherty Co., Lpa. Profit Sharing And 401(K) Plan is a benefit plan reported by Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. under EIN 34-1295659 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $35,706,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.
- EIN
- 34-1295659
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, OH
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $35,706,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241015105626NAL0028129585001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,706,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,706,891
- Net assets (BOY)
- $31,432,539
Income & contributions
- Employer contributions
- $1,211,984
- Participant contributions
- $871,418
- Total contributions
- $2,131,003
- Total income / additions
- $6,740,574
Expenses & distributions
- Benefits paid
- $2,394,774
- Administrative expenses
- $71,448
- Total expenses
- $2,466,222
- Net increase / (decrease)
- $4,274,352
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Huntington National Bank | INVESTMENT ADVISORY | $22,803 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY-PLAN | $16,702 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $9,758 | $0 | 2023 |
| Rea & Associates | THIRD PARTY ADMIN | $1,820 | $2,135 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canton, OH
- Huntington National Bank — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Rea & Associates — Schedule C compensation