Kear Civil Corporation & Spectra 401(K) Plan — Form 5500 plan (Kear Civil Corporation)
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, Kear Civil Corporation & Spectra 401(K) Plan is a benefit plan reported by Kear Civil Corporation under EIN 20-8257122 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $3,968,366 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kear Civil Corporation
- EIN
- 20-8257122
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $3,968,366
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20240927071000NAL0000911507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,968,366
- Net assets (EOY)
- $3,968,366
- Net assets (BOY)
- $3,072,113
Income & contributions
- Employer contributions
- $214,063
- Participant contributions
- $454,217
- Total contributions
- $668,682
- Total income / additions
- $1,234,794
Expenses & distributions
- Benefits paid
- $309,348
- Administrative expenses
- $29,193
- Total expenses
- $338,541
- Net increase / (decrease)
- $896,253
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $15,198 | $0 | 2023 |
| Edward D Jones & Company | INVESTMENT ADVISORY - PLA | $9,760 | $0 | 2023 |
| Metz & Associates Pllc | AUDIT | $8,375 | $0 | 2023 |
| Raymond James Financial Services | INVESTMENT ADVISORY - PLA | $7,103 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kear Civil Corporation
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Transamerica Life Insurance Company — Schedule C compensation
- Edward D Jones & Company — Schedule C compensation
- Metz & Associates Pllc — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation