Plan5500

Kriete Group Retirement Savings Plan — Form 5500 plan (Kriete Truck Center Milwaukee, 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, Kriete Group Retirement Savings Plan is a benefit plan reported by Kriete Truck Center Milwaukee, Inc. under EIN 39-0821100 and plan number 001. The latest loaded filing year is 2023. The filing reports 602 participants and $32,205,002 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kriete Truck Center Milwaukee, Inc.
EIN
39-0821100
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
602
End-of-year plan assets
$32,205,002

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023602H, C20240912080941NAL0008205633002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,205,002
Net assets (EOY)
$32,205,002
Net assets (BOY)
$27,786,236

Income & contributions

Employer contributions
$709,936
Participant contributions
$2,427,311
Total contributions
$3,548,200
Total income / additions
$8,455,689

Expenses & distributions

Benefits paid
$3,925,881
Administrative expenses
$109,772
Total expenses
$4,036,923
Net increase / (decrease)
$4,418,766

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$111,160$02023

Related Form 5500 pages