Kienbaum Hardy Viviano Pelton & Forrest, Plc Savings And Profit Sharing Plan And Trust — Form 5500 plan (Kienbaum Hardy Viviano Pelton & Forrest, Plc)
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, Kienbaum Hardy Viviano Pelton & Forrest, Plc Savings And Profit Sharing Plan And Trust is a benefit plan reported by Kienbaum Hardy Viviano Pelton & Forrest, Plc under EIN 38-3347787 and plan number 001. The latest loaded filing year is 2023. The filing reports 27 participants and $9,851,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kienbaum Hardy Viviano Pelton & Forrest, Plc
- EIN
- 38-3347787
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, MI
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $9,851,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20240913080748NAL0004960099001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,851,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,851,443
- Net assets (BOY)
- $8,150,149
Income & contributions
- Employer contributions
- $65,050
- Participant contributions
- $263,475
- Total income / additions
- $1,764,687
Expenses & distributions
- Benefits paid
- $38,979
- Administrative expenses
- $24,412
- Total expenses
- $63,393
- Net increase / (decrease)
- $1,701,294
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.