Kroeschell, Inc. Contributory Profit Sharing/401(K) Plan — Form 5500 plan (Kroeschell, 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, Kroeschell, Inc. Contributory Profit Sharing/401(K) Plan is a benefit plan reported by Kroeschell, Inc. under EIN 36-1343970 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $21,391,177 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kroeschell, Inc.
EIN
36-1343970
Plan number
001
Plan type
2
Location
Arlington Heights, IL
Latest filing year
2023
Participants
256
End-of-year plan assets
$21,391,177

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20241007092054NAL0008744387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,391,177
Total liabilities (EOY)
$0
Net assets (EOY)
$21,391,177
Net assets (BOY)
$18,605,053

Income & contributions

Employer contributions
$307,274
Participant contributions
$873,430
Total contributions
$1,382,811
Total income / additions
$5,050,344

Expenses & distributions

Benefits paid
$2,200,406
Administrative expenses
$63,814
Total expenses
$2,264,220
Net increase / (decrease)
$2,786,124

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wintrust Investments LLCADVISOR$35,046not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$28,768$02023

Related Form 5500 pages