2023 Form 5500 filing — Kear Civil Corporation & Spectra 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 20240927071000NAL0000911507001) for Kear Civil Corporation & Spectra 401(K) Plan, reported by Kear Civil Corporation under EIN 20-8257122 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927071000NAL0000911507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kear Civil Corporation
- EIN
- 20-8257122
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,968,366
- Net assets (EOY)
- $3,968,366
- Employer contributions
- $214,063
- Participant contributions
- $454,217
- Total income / additions
- $1,234,794
- Benefits paid
- $309,348
- Administrative expenses
- $29,193
- Total expenses
- $338,541
- Net increase / (decrease)
- $896,253
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $15,198 | $0 |
| Edward D Jones & Company | INVESTMENT ADVISORY - PLA | $9,760 | $0 |
| Metz & Associates Pllc | AUDIT | $8,375 | $0 |
| Raymond James Financial Services | INVESTMENT ADVISORY - PLA | $7,103 | $0 |