Kirsh Foundry Savings For Retirement Plan — Form 5500 plan (Kirsh Foundry, 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, Kirsh Foundry Savings For Retirement Plan is a benefit plan reported by Kirsh Foundry, Inc. under EIN 39-0616605 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $7,458,145 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kirsh Foundry, Inc.
EIN
39-0616605
Plan number
003
Plan type
2
Location
Beaver Dam, WI
Latest filing year
2023
Participants
135
End-of-year plan assets
$7,458,145

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240909141721NAL0009304930001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,458,145
Total liabilities (EOY)
$0
Net assets (EOY)
$7,458,145
Net assets (BOY)
$6,210,440

Income & contributions

Employer contributions
$82,345
Participant contributions
$415,570
Total contributions
$497,915
Total income / additions
$1,764,899

Expenses & distributions

Benefits paid
$473,047
Administrative expenses
$44,147
Total expenses
$517,194
Net increase / (decrease)
$1,247,705

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Spectrum Investment Advisors IncADVISOR$28,737not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$15,410$02023

Related Form 5500 pages