Kenosha Beef 401(K) Plan For Bargaining Employees — Form 5500 plan (Kenosha Beef International, Ltd.)
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, Kenosha Beef 401(K) Plan For Bargaining Employees is a benefit plan reported by Kenosha Beef International, Ltd. under EIN 39-0994777 and plan number 004. The latest loaded filing year is 2023. The filing reports 285 participants and $6,248,235 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.2MPlan net assets, end of year$6,248,235
Participants285Covered participants reported
Assets / participant$21.9KComputed: assets ÷ participants$21,924 (computed)
Provider compensation$19.7K2 Schedule C provider row(s)$19,710
- Plan sponsor
- Kenosha Beef International, Ltd.
- EIN
- 39-0994777
- Plan number
- 004
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20240806142038NAL0002358033001 |
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)$6.2M total assets
Net assets$6.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,248,235
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,248,235
- Net assets (BOY)
- $5,180,297
Income & contributions
- Employer contributions
- $136,714
- Participant contributions
- $752,833
- Total contributions
- $889,547
- Total income / additions
- $1,772,082
Expenses & distributions
- Benefits paid
- $697,127
- Administrative expenses
- $20,524
- Total expenses
- $717,651
- Net increase / (decrease)
- $1,054,431
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.
15%85%
Employer 15%Participant 85%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $19,710 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |