Kunes Retirement Plan — Form 5500 plan (Kunes Country Ford-Lincoln, 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, Kunes Retirement Plan is a benefit plan reported by Kunes Country Ford-Lincoln, Inc. under EIN 36-4115913 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,015 participants and $30,736,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kunes Country Ford-Lincoln, Inc.
- EIN
- 36-4115913
- Plan number
- 001
- Plan type
- 2
- Location
- Delavan, WI
- Latest filing year
- 2023
- Participants
- 2,015
- End-of-year plan assets
- $30,736,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,015 | H, C | 20241015144439NAL0014872883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,736,220
- Total liabilities (EOY)
- $1,276
- Net assets (EOY)
- $30,734,944
- Net assets (BOY)
- $23,329,818
Income & contributions
- Employer contributions
- $886,084
- Participant contributions
- $5,957,784
- Total contributions
- $7,040,174
- Total income / additions
- $11,410,149
Expenses & distributions
- Benefits paid
- $3,567,109
- Administrative expenses
- $245,272
- Total expenses
- $4,005,023
- Net increase / (decrease)
- $7,405,126
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $125,799 | $0 | 2023 |
| Peak Retirement Group | CONTRACT ADMIN | $58,801 | $10,000 | 2023 |
| Park Capital Management LLC | INVESTMENT ADVISOR | $49,198 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,767 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kunes Country Ford-Lincoln, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Delavan, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Peak Retirement Group — Schedule C compensation
- Park Capital Management LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation