A.J. Kirkwood & Associates, Inc 401(K) Profit Sharing Plan — Form 5500 plan (A.J. Kirkwood & Associates, 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, A.J. Kirkwood & Associates, Inc 401(K) Profit Sharing Plan is a benefit plan reported by A.J. Kirkwood & Associates, Inc. under EIN 33-0707710 and plan number 001. The latest loaded filing year is 2023. The filing reports 371 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A.J. Kirkwood & Associates, Inc.
- EIN
- 33-0707710
- Plan number
- 001
- Plan type
- 2
- Location
- Fullerton, CA
- Latest filing year
- 2023
- Participants
- 371
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 371 | H, C | 20240801084405NAL0038524368001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $26,193,600
Income & contributions
- Employer contributions
- $1,884,294
- Participant contributions
- $627,966
- Total contributions
- $2,586,072
- Total income / additions
- $5,262,343
Expenses & distributions
- Benefits paid
- $3,767,495
- Administrative expenses
- $122,025
- Total expenses
- $3,889,520
- Net increase / (decrease)
- $1,372,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORD KEEPER | $73,553 | $0 | 2023 |
| Nfp Retirement Inc. | INVESTMENT- ADVISORY | $23,833 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors | INVESTMENT- ADVISORY | $10,290 | not reported in the loaded dataset | 2023 |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $7,340 | $0 | 2023 |
| Transamerica Ret. Solutions, LLC | RECORD KEEPER | $7,009 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A.J. Kirkwood & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fullerton, CA
- John Hancock Life Insurance Company — Schedule C compensation
- Nfp Retirement Inc. — Schedule C compensation
- Accelerate Investment Advisors — Schedule C compensation
- Admin. Group, LLC Dba Tag Resources — Schedule C compensation
- Transamerica Ret. Solutions, LLC — Schedule C compensation