Kolcraft Enterprises, Inc. Retirement Plan — Form 5500 plan (Kolcraft Enterprises, 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, Kolcraft Enterprises, Inc. Retirement Plan is a benefit plan reported by Kolcraft Enterprises, Inc. under EIN 36-3337917 and plan number 002. The latest loaded filing year is 2023. The filing reports 179 participants and $6,255,814 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.3MPlan net assets, end of year$6,255,814
Participants179Covered participants reported
Assets / participant$34.9KComputed: assets ÷ participants$34,949 (computed)
Provider compensation$11.7K1 Schedule C provider row(s)$11,686
- Plan sponsor
- Kolcraft Enterprises, Inc.
- EIN
- 36-3337917
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241003100521NAL0004766803001 |
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)$6.3M total assets
Net assets$6.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $6,255,814
- Net assets (EOY)
- $6,255,814
- Net assets (BOY)
- $5,898,265
Income & contributions
- Employer contributions
- $200,000
- Total contributions
- $200,000
- Total income / additions
- $853,125
Expenses & distributions
- Benefits paid
- $494,463
- Administrative expenses
- $1,113
- Total expenses
- $495,576
- Net increase / (decrease)
- $357,549
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 assets8%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | SERVICE PROVIDER | $0 | $11,686 | 2023 |