form5500lookup

Form 5500 · Retirement plan · LA PORTE, IN

KABELIN HARDWARE COMPANY, INC.

The filing calls this plan KABELIN HARDWARE COMPANY, INC. PROFIT SHARING PLAN & TRUST.

KABELIN HARDWARE COMPANY, INC. of LA PORTE, IN files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-0430700 · plan 001 · plan year 2023, filed Oct 7, 2024

Participants at the start of the year
146
Contracts on file
1
Contract value
$282,087
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA.

The contracts held $282,087 at the end of the plan year, as reported on Schedule A.

$260 in agent commissions is disclosed across the contracts; MORGAN STANLEY SMITH BARNEY LLC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC23December$282,087$260

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
KABELIN HARDWARE COMPANY, INC.
EIN 35-0430700
EMPOWER ANNUITY INSURANCE COMPANY
RECORDKEEPER · EIN 84-0467907
$10,972
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$8,870,580
Paid out in benefits
$609,583
Participants at the start of the year
146
Participants with account balances
94

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 46-4405607
APPLEGATE & COMPANY
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

More employer plans in Indiana — largest plans, brokers, carriers and renewal months.