Kem Krest Profit Sharing & Retirement Plan — Form 5500 plan (Kem Krest Corporation)
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, Kem Krest Profit Sharing & Retirement Plan is a benefit plan reported by Kem Krest Corporation under EIN 35-1472953 and plan number 001. The latest loaded filing year is 2023. The filing reports 694 participants and $27,710,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kem Krest Corporation
- EIN
- 35-1472953
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhart, IN
- Latest filing year
- 2023
- Participants
- 694
- End-of-year plan assets
- $27,710,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 694 | H, C | 20241015142819NAL0028762337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,710,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,710,604
- Net assets (BOY)
- $22,707,712
Income & contributions
- Employer contributions
- $1,080,650
- Participant contributions
- $2,151,766
- Total contributions
- $3,998,137
- Total income / additions
- $7,962,756
Expenses & distributions
- Benefits paid
- $2,835,591
- Administrative expenses
- $124,273
- Total expenses
- $2,959,864
- Net increase / (decrease)
- $5,002,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $124,273 | $0 | 2023 |
| Royal Alliance Associates, Inc. | INVESTMENT ADVISORY | $0 | $50,531 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management L | INC ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kem Krest Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Elkhart, IN
- Principal Life Insurance Company — Schedule C compensation
- Royal Alliance Associates, Inc. — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation