2023 Form 5500 filing — Kw Mission Critical Engineering, D.P.C. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240314090807NAL0020526035001) for Kw Mission Critical Engineering, D.P.C. 401(K) Plan, reported by Kw Mission Critical Engineering, D.P.C. under EIN 45-4751863 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240314090807NAL0020526035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kw Mission Critical Engineering, D.P.C.
- EIN
- 45-4751863
- Plan number
- 001
- Location
- Troy, NY
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,254,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,254,278
- Employer contributions
- $829,345
- Participant contributions
- $1,273,111
- Total income / additions
- $4,435,727
- Benefits paid
- $118,012
- Administrative expenses
- $7,235
- Total expenses
- $125,923
- Net increase / (decrease)
- $4,309,804
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tbs Agency Inc | OTHER SERVICES | $0 | $38,655 |
| Cambridge Investment Research Inc | OTHER SERVICES | $0 | $9,928 |
| Teal Becker & Chiaramonte Cpas Pc | TPA | $0 | $9,578 |
| Prinicpal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,235 | $0 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |