Kositzka, Wicks And Company 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Kositzka, Wicks And 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, Kositzka, Wicks And Company 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Kositzka, Wicks And Company under EIN 54-1342298 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $22,581,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kositzka, Wicks And Company
- EIN
- 54-1342298
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $22,581,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20241007084640NAL0007426355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,581,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,581,039
- Net assets (BOY)
- $19,589,332
Income & contributions
- Employer contributions
- $555,354
- Participant contributions
- $1,282,783
- Total contributions
- $1,906,242
- Total income / additions
- $4,711,164
Expenses & distributions
- Benefits paid
- $1,655,112
- Administrative expenses
- $64,345
- Total expenses
- $1,719,457
- Net increase / (decrease)
- $2,991,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acg Advisory Service Inc. | INVESTMENT ADVISOR | $50,727 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $7,697 | $0 | 2023 |
| Actuarial Consulting Group, Inc. | TPA | $5,137 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kositzka, Wicks And Company
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Acg Advisory Service Inc. — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Actuarial Consulting Group, Inc. — Schedule C compensation