2023 Form 5500 filing — A. J. Kirkwood & Associates, Inc. Employee Stock Ownership 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 20241015170419NAL0058861570001) for A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan, reported by A.J. Kirkwood & Associates, Inc. under EIN 33-0707710 and plan number 003. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015170419NAL0058861570001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.J. Kirkwood & Associates, Inc.
- EIN
- 33-0707710
- Plan number
- 003
- Location
- Fullerton, CA
- Participants
- 663
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,755,997
- Total liabilities (EOY)
- $216,736
- Net assets (EOY)
- $23,539,261
- Employer contributions
- $2,573,295
- Participant contributions
- $0
- Total income / additions
- $576,950
- Benefits paid
- $1,778,568
- Administrative expenses
- $0
- Total expenses
- $1,778,568
- Net increase / (decrease)
- -$1,201,618
- Schedule source
- Schedule H