Plan5500

Kimball, Tirey & St. John Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kimball, Tirey & St. John Llp (EIN 33-0404480) is a plan sponsor located in San Diego, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
33-0404480
Location
San Diego, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kimball, Tirey & St. John Llp

  • 2 loaded plans hold $19.7M in reported assets.
  • The largest, Kimball, Tirey & St. John Llp 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 460 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$19.7MSummed across loaded plans$19,730,811
Total reported assets$19.7M$19,730,811
Total reported participants460
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$19.7M total assets
Net assets$19.7MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$1.6M
Total income / additions$5M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kimball, Tirey & St. John Llp 401(K) Plan
Participants per plan230Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kimball, Tirey & St. John Llp 401(K) Plan$19.7M
    Plan #002 · 303 participants · 2023
  2. 2
    Kimball And Tirey Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 157 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kimball, Tirey & St. John Llp. Open one for its full reported snapshot.

  1. 2023
    Kimball, Tirey & St. John Llp 401(K) Plan303 participants · 2Sch HSch C
    View filing →
  2. 2023
    Kimball And Tirey Welfare Benefits Plan157 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kimball, Tirey & St. John Llp report on Form 5500?
Kimball, Tirey & St. John Llp (EIN 33-0404480) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kimball, Tirey & St. John Llp?
The Employer Identification Number (EIN) reported for Kimball, Tirey & St. John Llp is 33-0404480.
What is the latest Form 5500 filing year for Kimball, Tirey & St. John Llp?
The latest loaded Form 5500 filing year for Kimball, Tirey & St. John Llp is 2023.

Related Form 5500 pages