Kessler'S Diamond Center, Inc. 401(K) Plan — Form 5500 plan (Kessler'S Diamond Center, 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, Kessler'S Diamond Center, Inc. 401(K) Plan is a benefit plan reported by Kessler'S Diamond Center, Inc. under EIN 39-1344111 and plan number 002. The latest loaded filing year is 2023. The filing reports 169 participants and $11,006,663 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kessler'S Diamond Center, Inc.
EIN
39-1344111
Plan number
002
Plan type
2
Location
Germantown, WI
Latest filing year
2023
Participants
169
End-of-year plan assets
$11,006,663

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241003132249NAL0017146368001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,006,663
Total liabilities (EOY)
$0
Net assets (EOY)
$11,006,663
Net assets (BOY)
$9,236,668

Income & contributions

Employer contributions
$129,599
Participant contributions
$693,007
Total contributions
$834,255
Total income / additions
$2,407,675

Expenses & distributions

Benefits paid
$627,001
Administrative expenses
$10,679
Total expenses
$637,680
Net increase / (decrease)
$1,769,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor Networks LLCSERVICE PROVIDER$0$23,0572023
Cetera Investment Advisers LLCSERVICE PROVIDER$0$17,0832023

Related Form 5500 pages