2023 Form 5500 filing — Kearney Electric, Inc. 401(K) Profit Sharing 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 20250627202904NAL0023384514001) for Kearney Electric, Inc. 401(K) Profit Sharing Plan, reported by Kearney Electric, Inc. under EIN 86-0339719 and plan number 001. It reports 191 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)$8.2MReported net assets$8,159,228
Participants191
Provider compensation$47.5K3 Schedule C row(s)$47,458
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250627202904NAL0023384514001
- Plan sponsor
- Kearney Electric, Inc.
- EIN
- 86-0339719
- Plan number
- 001
- Location
- Phoenix, AZ
- 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)$8.2M total assets
Net assets$8.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,159,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,159,228
- Employer contributions
- $329,934
- Participant contributions
- $299,336
- Total income / additions
- $2,321,384
- Benefits paid
- $2,209,071
- Administrative expenses
- $47,458
- Total expenses
- $2,256,529
- Net increase / (decrease)
- $64,855
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones | INVESTMENT ADVISOR | $29,011 | not reported in the loaded dataset |
| Evers Robinson Ltd | AUDITOR | $17,500 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $947 | $0 |