2023 Form 5500 filing — Kennedy Mechanical Plumbing & Heating, Inc.401(K) Savings 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 20241014105728NAL0025985057001) for Kennedy Mechanical Plumbing & Heating, Inc.401(K) Savings Plan, reported by Kennedy Mechanical Plumbing & Heating, Inc. under EIN 16-1385946 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.8MReported net assets$12,781,558
Participants394
Provider compensation$101.2K2 Schedule C row(s)$101,206
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014105728NAL0025985057001
Plan sponsor
Kennedy Mechanical Plumbing & Heating, Inc.
EIN
16-1385946
Plan number
001
Location
Rochester, NY
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$638.1K
Benefits paid / distributions$536.4K
Contributions
Employer$375.2K
Participant$763.4K
Full reported line items
Total assets (EOY)
$12,781,558
Total liabilities (EOY)
$0
Net assets (EOY)
$12,781,558
Employer contributions
$375,225
Participant contributions
$763,443
Total income / additions
$2,885,622
Benefits paid
$536,446
Administrative expenses
$101,606
Total expenses
$638,052
Net increase / (decrease)
$2,247,570

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Karpus Investment ManagementINVESTMENT ADVISOR$85,563not reported in the loaded dataset
Benefits Management, Inc.THIRD PARTY ADMINISTRATO$15,643not reported in the loaded dataset

Related Form 5500 pages