Kmh Llp 401(K) Profit Sharing Plan — Form 5500 plan (Kmh Llp)
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, Kmh Llp 401(K) Profit Sharing Plan is a benefit plan reported by Kmh Llp under EIN 42-1539623 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $19,275,296 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kmh Llp
- EIN
- 42-1539623
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $19,275,296
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241008183312NAL0030792576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,275,296
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,275,296
- Net assets (BOY)
- $16,067,598
Income & contributions
- Employer contributions
- $307,847
- Participant contributions
- $682,657
- Total contributions
- $990,504
- Total income / additions
- $3,739,306
Expenses & distributions
- Benefits paid
- $490,322
- Administrative expenses
- $41,286
- Total expenses
- $531,608
- Net increase / (decrease)
- $3,207,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $31,286 | $0 | 2023 |
| Sageview Advisory | SERVICE PROVIDER | $10,000 | not reported in the loaded dataset | 2023 |