2023 Form 5500 filing — Kc Engineering And Land Surveying, P.C. Profit Sharing 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 20241001065416NAL0011814896001) for Kc Engineering And Land Surveying, P.C. Profit Sharing 401(K) Plan, reported by Kc Engineering And Land Surveying, P.C. under EIN 11-2639911 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001065416NAL0011814896001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kc Engineering And Land Surveying, P.C.
- EIN
- 11-2639911
- Plan number
- 001
- Location
- New York, NY
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,808,285
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,808,285
- Employer contributions
- $1,280,058
- Participant contributions
- $1,095,574
- Total income / additions
- $5,640,346
- Benefits paid
- $1,984,977
- Administrative expenses
- $70,512
- Total expenses
- $2,055,489
- Net increase / (decrease)
- $3,584,857
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Ba | INVESTMENT ADVISORY | $35,590 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $34,922 | $0 |
| S B H U Life Agency Inc | OTHER SERVICES | $0 | $305 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |