Kestrel Field Services, Inc. 401(K) Plan — Form 5500 plan (Kestrel Field Services, Inc.)
Plain-English plan 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, Kestrel Field Services, Inc. 401(K) Plan is a benefit plan reported by Kestrel Field Services, Inc. under EIN 02-0790800 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $15,318,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kestrel Field Services, Inc.
- EIN
- 02-0790800
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 304
- End-of-year plan assets
- $15,318,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20240814084557NAL0011542465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,318,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,318,446
- Net assets (BOY)
- $13,179,138
Income & contributions
- Employer contributions
- $547,483
- Participant contributions
- $1,255,795
- Total contributions
- $1,803,278
- Total income / additions
- $3,960,538
Expenses & distributions
- Benefits paid
- $1,810,281
- Administrative expenses
- $10,949
- Total expenses
- $1,821,230
- Net increase / (decrease)
- $2,139,308
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | BROKER/DEALER | $0 | $34,731 | 2023 |
| The Allocation Company | THIRD PARTY ADMINISTRATO | $0 | $6,774 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kestrel Field Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Royal Alliance Associates, Inc. — Schedule C compensation
- The Allocation Company — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation