Kmi Holdings, Inc. 401(K) Plan — Form 5500 plan (Kmi Holdings, 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, Kmi Holdings, Inc. 401(K) Plan is a benefit plan reported by Kmi Holdings, Inc under EIN 45-4098775 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $2,153,691 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kmi Holdings, Inc
- EIN
- 45-4098775
- Plan number
- 001
- Plan type
- 2
- Location
- Mahaffey, PA
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $2,153,691
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241014130638NAL0052359506001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,153,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,153,691
- Net assets (BOY)
- $1,804,614
Income & contributions
- Employer contributions
- $159,519
- Participant contributions
- $245,757
- Total contributions
- $405,276
- Total income / additions
- $708,990
Expenses & distributions
- Benefits paid
- $339,538
- Administrative expenses
- $20,375
- Total expenses
- $359,913
- Net increase / (decrease)
- $349,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D Jones & Co | INVESTMENT ADVISOR | $8,395 | not reported in the loaded dataset | 2023 |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $4,273 | $920 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,280 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $459 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kmi Holdings, Inc
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Mahaffey, PA
- Edward D Jones & Co — Schedule C compensation
- M2b Retirement Consulting LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation