Kroeschell, Inc. Amended And Restated Employee Stock Ownership 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. Amended And Restated Employee Stock Ownership Plan is a benefit plan reported by Kroeschell, Inc. under EIN 36-1343970 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $7,457,547 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.5MPlan net assets, end of year$7,450,948
Participants109Covered participants reported
Assets / participant$68.4KComputed: assets ÷ participants$68,418 (computed)
Provider compensationNone reported
Plan sponsor
Kroeschell, Inc.
EIN
36-1343970
Plan number
002
Plan type
2
Location
Arlington Heights, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H20241015142454NAL0014832787001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$6.6K
Money in vs. money out
Total income / additions$811.2K
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$563.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,457,547
Total liabilities (EOY)
$6,599
Net assets (EOY)
$7,450,948
Net assets (BOY)
$8,472,278

Income & contributions

Employer contributions
$563,663
Total contributions
$563,663
Total income / additions
$811,162

Expenses & distributions

Benefits paid
$1,832,492
Administrative expenses
$0
Total expenses
$1,832,492
Net increase / (decrease)
-$1,021,330
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income226%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages