2023 Form 5500 filing — Kimbel Mechanical Systems, Inc. 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 20241002164101NAL0017931586001) for Kimbel Mechanical Systems, Inc. 401(K) Plan, reported by Kimbel Mechanical Systems, Inc. under EIN 62-1703316 and plan number 001. It reports 980 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002164101NAL0017931586001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kimbel Mechanical Systems, Inc.
- EIN
- 62-1703316
- Plan number
- 001
- Location
- Fayetteville, AR
- Participants
- 980
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,645,424
- Net assets (EOY)
- $17,645,424
- Employer contributions
- $596,272
- Participant contributions
- $1,996,716
- Total income / additions
- $5,593,336
- Benefits paid
- $1,676,547
- Administrative expenses
- $129,685
- Total expenses
- $1,904,286
- Net increase / (decrease)
- $3,689,050
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $51,012 |
| Voya Retirement Insruance | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset |
| Plan Access, Ltd | TPA | not reported in the loaded dataset | not reported in the loaded dataset |