2023 Form 5500 filing — Kirton Mcconkie Retirement 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 20240924145109NAL0013150529001) for Kirton Mcconkie Retirement Plan, reported by Kirton Mcconkie under EIN 87-0375296 and plan number 001. It reports 313 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924145109NAL0013150529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kirton Mcconkie
- EIN
- 87-0375296
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 313
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $99,961,537
- Net assets (EOY)
- $99,961,537
- Employer contributions
- $3,560,835
- Participant contributions
- $2,959,695
- Total income / additions
- $20,242,015
- Benefits paid
- $6,133,074
- Administrative expenses
- $228,007
- Total expenses
- $6,361,081
- Net increase / (decrease)
- $13,880,934
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buckingham Asset Management | NONE | $174,876 | not reported in the loaded dataset |
| Schwab Retirement Plan Services, In | NONE | $34,233 | not reported in the loaded dataset |
| Tanner LLC | NONE | $18,898 | not reported in the loaded dataset |