Storey-Kenworthy Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Storey-Kenworthy Company)
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, Storey-Kenworthy Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Storey-Kenworthy Company under EIN 42-0549150 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $30,288,430 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$30.3MPlan net assets, end of year$30,288,430
Participants267Covered participants reported
Assets / participant$113.4KComputed: assets ÷ participants$113,440 (computed)
Provider compensation$149.4K2 Schedule C provider row(s)$149,436
- Plan sponsor
- Storey-Kenworthy Company
- EIN
- 42-0549150
- Plan number
- 001
- Plan type
- 2
- Location
- Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 267 | H, C | 20241011135658NAL0012563635001 |
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)$30.3M total assets
Net assets$30.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $30,288,430
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,288,430
- Net assets (BOY)
- $28,052,383
Income & contributions
- Employer contributions
- $809,131
- Participant contributions
- $955,883
- Total contributions
- $1,765,014
- Total income / additions
- $5,954,681
Expenses & distributions
- Benefits paid
- $3,621,092
- Administrative expenses
- $97,542
- Total expenses
- $3,718,634
- Net increase / (decrease)
- $2,236,047
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.
46%54%
Employer 46%Participant 54%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,623 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $51,813 | 2023 |