Kirk Associates Retirement Plan — Form 5500 plan (Kirk Associates, 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, Kirk Associates Retirement Plan is a benefit plan reported by Kirk Associates, LLC under EIN 38-3405941 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $3,408,092 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirk Associates, LLC
- EIN
- 38-3405941
- Plan number
- 001
- Plan type
- 2
- Location
- Goodyear, AZ
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $3,408,092
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240706095111NAL0006303747001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,408,092
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,408,092
- Net assets (BOY)
- $2,540,201
Income & contributions
- Employer contributions
- $100,448
- Participant contributions
- $31,340
- Total income / additions
- $934,067
Expenses & distributions
- Benefits paid
- $66,176
- Administrative expenses
- $0
- Total expenses
- $66,176
- Net increase / (decrease)
- $867,891
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.