2023 Form 5500 filing — Kimball Management 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 20241008094602NAL0028289296001) for Kimball Management 401(K) Plan, reported by Kimball Management under EIN 74-3036721 and plan number 002. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094602NAL0028289296001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kimball Management
- EIN
- 74-3036721
- Plan number
- 002
- Location
- Salt Lake City, UT
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,973,475
- Total liabilities (EOY)
- $3,496
- Net assets (EOY)
- $5,969,979
- Participant contributions
- $636,188
- Total income / additions
- $1,558,771
- Benefits paid
- $637,762
- Administrative expenses
- $28,948
- Total expenses
- $668,073
- Net increase / (decrease)
- $890,698
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $8,570 | $0 |
| Lpl Financial, LLC | BROKER | $7,745 | not reported in the loaded dataset |
| Wc Administrators, LLC | CONTRACT ADMIN | $4,867 | not reported in the loaded dataset |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $3,928 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $2,582 | not reported in the loaded dataset |