The Ralph Korte Enterprises Profit-Sharing/Thrift Plan — Form 5500 plan (Korte Construction Company)

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, The Ralph Korte Enterprises Profit-Sharing/Thrift Plan is a benefit plan reported by Korte Construction Company under EIN 37-1017433 and plan number 002. The latest loaded filing year is 2023. The filing reports 304 participants and $47,969,714 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$48MPlan net assets, end of year$47,969,714
Participants304Covered participants reported
Assets / participant$157.8KComputed: assets ÷ participants$157,795 (computed)
Provider compensation$27.6K3 Schedule C provider row(s)$27,601
Plan sponsor
Korte Construction Company
EIN
37-1017433
Plan number
002
Plan type
2
Location
Highland, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20240910054129NAL0009250864001
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)$48M total assets
Net assets$48MLiabilities$0
Money in vs. money out
Total income / additions$12.5M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
Employer$549.1K
Participant$2.5M
Full reported line items

Net assets

Total assets (EOY)
$47,969,714
Total liabilities (EOY)
$0
Net assets (EOY)
$47,969,714
Net assets (BOY)
$39,846,714

Income & contributions

Employer contributions
$549,091
Participant contributions
$2,477,039
Total contributions
$3,166,165
Total income / additions
$12,537,621

Expenses & distributions

Benefits paid
$4,387,019
Administrative expenses
$27,602
Total expenses
$4,414,621
Net increase / (decrease)
$8,123,000
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.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rubinbrown LlpACCOUNTANT/AUDITOR$18,375not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$7,553not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,673$02023

Related Form 5500 pages