Imperial Beverage Company 401(K) Salary Reduction — Form 5500 plan (Ckl Corporation)
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, Imperial Beverage Company 401(K) Salary Reduction is a benefit plan reported by Ckl Corporation under EIN 38-1994427 and plan number 001. The latest loaded filing year is 2023. The filing reports 363 participants and $12,364,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ckl Corporation
- EIN
- 38-1994427
- Plan number
- 001
- Plan type
- 2
- Location
- Kalamazoo, MI
- Latest filing year
- 2023
- Participants
- 363
- End-of-year plan assets
- $12,364,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 363 | H, C | 20240813120632NAL0005761299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,364,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,364,988
- Net assets (BOY)
- $10,276,322
Income & contributions
- Employer contributions
- $350,494
- Participant contributions
- $602,482
- Total contributions
- $957,933
- Total income / additions
- $2,798,246
Expenses & distributions
- Benefits paid
- $649,924
- Administrative expenses
- $59,656
- Total expenses
- $709,580
- Net increase / (decrease)
- $2,088,666
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greenleaf Trust | TRUSTEE | $55,656 | not reported in the loaded dataset | 2023 |