2023 Form 5500 filing — Kirkwood Holding, Inc. Retirement Savings Trust And 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 20241007133343NAL0007631971001) for Kirkwood Holding, Inc. Retirement Savings Trust And Plan, reported by Kirkwood Holding Inc. under EIN 20-1657242 and plan number 005. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007133343NAL0007631971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kirkwood Holding Inc.
- EIN
- 20-1657242
- Plan number
- 005
- Location
- Parma, OH
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,911,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,911,125
- Employer contributions
- $254,763
- Participant contributions
- $742,624
- Total income / additions
- $3,824,682
- Benefits paid
- $3,581,294
- Administrative expenses
- $79,136
- Total expenses
- $3,675,790
- Net increase / (decrease)
- $148,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $39,639 | $0 |
| Capfinancial Partners LLC Dba Captr | OTHER | $39,384 | not reported in the loaded dataset |