Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan — Form 5500 plan (Kreg Enterprises, 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, Kreg Enterprises, Inc. Dba Kreg Tool Company Employee Stock Ownership Plan is a benefit plan reported by Kreg Enterprises, Inc. under EIN 42-1367720 and plan number 003. The latest loaded filing year is 2023. The filing reports 216 participants and $11,218,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kreg Enterprises, Inc.
- EIN
- 42-1367720
- Plan number
- 003
- Plan type
- 2
- Location
- Ankeny, IA
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $11,218,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H | 20240916094715NAL0000963347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,218,935
- Total liabilities (EOY)
- $785,065
- Net assets (EOY)
- $10,433,870
- Net assets (BOY)
- $8,232,194
Income & contributions
- Employer contributions
- $594,701
- Total contributions
- $594,701
- Total income / additions
- $2,279,577
Expenses & distributions
- Benefits paid
- $69,286
- Administrative expenses
- $0
- Total expenses
- $77,901
- Net increase / (decrease)
- $2,201,676
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.