Kilwins Quality Confections, LLC 401(K) & Retirement Plan — Form 5500 plan (Kilwins Quality Confections, LLC)

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, Kilwins Quality Confections, LLC 401(K) & Retirement Plan is a benefit plan reported by Kilwins Quality Confections, LLC under EIN 38-3220969 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $9,349,250 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kilwins Quality Confections, LLC
EIN
38-3220969
Plan number
001
Plan type
2
Location
Petoskey, MI
Latest filing year
2023
Participants
170
End-of-year plan assets
$9,349,250

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240927131902NAL0003827360001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,349,250
Total liabilities (EOY)
$0
Net assets (EOY)
$9,349,250
Net assets (BOY)
$8,147,479

Income & contributions

Employer contributions
$419,402
Participant contributions
$641,566
Total contributions
$1,367,298
Total income / additions
$2,774,814

Expenses & distributions

Benefits paid
$1,533,263
Administrative expenses
$30,207
Total expenses
$1,573,043
Net increase / (decrease)
$1,201,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, Inc.N/A$25,381not reported in the loaded dataset2023

Related Form 5500 pages