2023 Form 5500 filing — Kinsley Group 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 20240826124642NAL0009699345001) for Kinsley Group 401(K) Plan, reported by Kinsley Group, Inc. under EIN 04-2430816 and plan number 001. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826124642NAL0009699345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kinsley Group, Inc.
- EIN
- 04-2430816
- Plan number
- 001
- Location
- East Granby, CT
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,922,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,922,934
- Employer contributions
- $614,597
- Participant contributions
- $1,290,988
- Total income / additions
- $3,553,381
- Benefits paid
- $781,142
- Administrative expenses
- $51,193
- Total expenses
- $832,422
- Net increase / (decrease)
- $2,720,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,730 | $0 |
| Kinsley Group, Inc. | TRUSTEE | $0 | $19,943 |
| Napatree Capital, LLC | INVESTMENT ADVISORY | $0 | $14,250 |
| Ascensus | CONTRACT ADMINISTRATOR | $6,462 | $3,668 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $0 | $9,350 |