2023 Form 5500 filing — Kestrel Engineering Group 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 20240918101326NAL0001636883001) for Kestrel Engineering Group Plan, reported by Kestrel Engineering Group, Inc. under EIN 45-2542770 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918101326NAL0001636883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kestrel Engineering Group, Inc.
- EIN
- 45-2542770
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,285,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,285,070
- Employer contributions
- $481,939
- Participant contributions
- $1,322,385
- Total income / additions
- $4,749,395
- Benefits paid
- $537,603
- Administrative expenses
- $51,283
- Total expenses
- $612,413
- Net increase / (decrease)
- $4,136,982
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Opportunus Wealth Management | INVESTMENT ADVISOR | $38,227 | not reported in the loaded dataset |
| Prime Pensions Northwest, LLC | TPA | $651 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $8,431 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $0 | $0 |