Krieg Devault Profit Sharing Plan — Form 5500 plan (Krieg Devault Llp)
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, Krieg Devault Profit Sharing Plan is a benefit plan reported by Krieg Devault Llp under EIN 35-1055087 and plan number 001. The latest loaded filing year is 2023. The filing reports 283 participants and $105,238,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Krieg Devault Llp
- EIN
- 35-1055087
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 283
- End-of-year plan assets
- $105,238,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 283 | H, C | 20241014110845NAL0044271456002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,238,074
- Net assets (EOY)
- $105,238,074
- Net assets (BOY)
- $91,892,654
Income & contributions
- Employer contributions
- $2,388,528
- Participant contributions
- $1,872,942
- Total contributions
- $5,325,394
- Total income / additions
- $22,189,377
Expenses & distributions
- Benefits paid
- $8,634,441
- Administrative expenses
- $209,214
- Total expenses
- $8,843,957
- Net increase / (decrease)
- $13,345,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodley Farra Manion Portfolio | NONE | $71,567 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $54,395 | not reported in the loaded dataset | 2023 |
| Procourse Fiduciary Advisors | NONE | $32,750 | not reported in the loaded dataset | 2023 |
| Forvis Mazars,Llp | NONE | $20,790 | not reported in the loaded dataset | 2023 |
| Brucke Financial Inc | NONE | $13,513 | not reported in the loaded dataset | 2023 |
| Peloton Wealth Strategists Inc | NONE | $11,698 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $575 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Krieg Devault Llp
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Woodley Farra Manion Portfolio — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Procourse Fiduciary Advisors — Schedule C compensation
- Forvis Mazars,Llp — Schedule C compensation
- Brucke Financial Inc — Schedule C compensation
- Peloton Wealth Strategists Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation