2023 Form 5500 filing — Kier & Wright Civil Engineers And Surveyors, Inc. Salary Deferral 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 20241009115809NAL0010579555001) for Kier & Wright Civil Engineers And Surveyors, Inc. Salary Deferral Plan, reported by Kier & Wright Civil Engineers And Surveyors Inc under EIN 94-2160466 and plan number 003. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009115809NAL0010579555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kier & Wright Civil Engineers And Surveyors Inc
- EIN
- 94-2160466
- Plan number
- 003
- Location
- Livermore, CA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,148,378
- Total liabilities (EOY)
- $49,572
- Net assets (EOY)
- $38,098,806
- Employer contributions
- $1,666,843
- Participant contributions
- $1,638,380
- Total income / additions
- $9,740,047
- Benefits paid
- $1,231,492
- Administrative expenses
- $56,729
- Total expenses
- $1,289,641
- Net increase / (decrease)
- $8,450,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $42,260 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $14,595 | not reported in the loaded dataset |