Kw Mission Critical Engineering, D.P.C. 401(K) Plan — Form 5500 plan (Kw Mission Critical Engineering, D.P.C.)

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, Kw Mission Critical Engineering, D.P.C. 401(K) Plan is a benefit plan reported by Kw Mission Critical Engineering, D.P.C. under EIN 45-4751863 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $16,254,278 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kw Mission Critical Engineering, D.P.C.
EIN
45-4751863
Plan number
001
Plan type
2
Location
Troy, NY
Latest filing year
2023
Participants
156
End-of-year plan assets
$16,254,278

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240314090807NAL0020526035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,254,278
Total liabilities (EOY)
$0
Net assets (EOY)
$16,254,278
Net assets (BOY)
$11,944,474

Income & contributions

Employer contributions
$829,345
Participant contributions
$1,273,111
Total contributions
$2,369,320
Total income / additions
$4,435,727

Expenses & distributions

Benefits paid
$118,012
Administrative expenses
$7,235
Total expenses
$125,923
Net increase / (decrease)
$4,309,804

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tbs Agency IncOTHER SERVICES$0$38,6552023
Cambridge Investment Research IncOTHER SERVICES$0$9,9282023
Teal Becker & Chiaramonte Cpas PcTPA$0$9,5782023
Prinicpal Life Insurance CompanyCONTRACT ADMINISTRATOR$7,235$02023
Wilshire Associates IncorporatedINVESTMENT ADVISORY$0$02023

Related Form 5500 pages