Plan5500

Circle K Retirement Plan — Form 5500 plan (The Circle K Retirement Plan)

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, Circle K Retirement Plan is a benefit plan reported by The Circle K Retirement Plan under EIN 74-1149540 and plan number 001. The latest loaded filing year is 2023. The filing reports 64,429 participants and $478,812,394 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Circle K Retirement Plan
EIN
74-1149540
Plan number
001
Plan type
2
Location
Tempe, AZ
Latest filing year
2023
Participants
64,429
End-of-year plan assets
$478,812,394

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202364,429H, C20241015105400NAL0055661218001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$478,812,394
Total liabilities (EOY)
$0
Net assets (EOY)
$478,812,394
Net assets (BOY)
$432,445,927

Income & contributions

Employer contributions
$7,274,979
Participant contributions
$25,448,060
Total contributions
$35,018,414
Total income / additions
$99,074,700

Expenses & distributions

Benefits paid
$52,090,115
Administrative expenses
$1,057,886
Total expenses
$53,086,085
Net increase / (decrease)
$45,988,615

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Institutional Plan ServicesRECORDKEEPING$672,416$02023
Voya Retirement AdvisorsINVEST ADVISOR$306,137not reported in the loaded dataset2023
Captrust Financial AdvisorsCONSULTANT$75,754not reported in the loaded dataset2023

Related Form 5500 pages