Kierantimberlake, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Kierantimberlake. LLC)

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, Kierantimberlake, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Kierantimberlake. LLC under EIN 23-2308376 and plan number 001. The latest loaded filing year is 2023. The filing reports 124 participants and $18,236,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kierantimberlake. LLC
EIN
23-2308376
Plan number
001
Plan type
2
Location
Sanatoga, PA
Latest filing year
2023
Participants
124
End-of-year plan assets
$18,236,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20241014120747NAL0044426912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,236,393
Net assets (EOY)
$18,236,393
Net assets (BOY)
$15,782,940

Income & contributions

Employer contributions
$245,193
Participant contributions
$543,419
Total contributions
$791,090
Total income / additions
$3,446,978

Expenses & distributions

Benefits paid
$930,070
Administrative expenses
$63,455
Total expenses
$993,525
Net increase / (decrease)
$2,453,453

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Apexium Financial LpBROKER$49,956not reported in the loaded dataset2023
Bpa InternationalRECORDKEEPER$13,499not reported in the loaded dataset2023

Related Form 5500 pages