Kirkham-Michael, Inc Employee Stock Ownership Plan — Form 5500 plan (Kirkham-Michael, 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, Kirkham-Michael, Inc Employee Stock Ownership Plan is a benefit plan reported by Kirkham-Michael, Inc. under EIN 47-0467468 and plan number 003. The latest loaded filing year is 2023. The filing reports 102 participants and $20,714,869 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$20MPlan net assets, end of year$19,969,316
Participants102Covered participants reported
Assets / participant$203.1KComputed: assets ÷ participants$203,087 (computed)
Provider compensationNone reported
Plan sponsor
Kirkham-Michael, Inc.
EIN
47-0467468
Plan number
003
Plan type
2
Location
Omaha, NE
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102H20250703090300NAL0000553793001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$20.7M total assets
Net assets$20MLiabilities$745.6K
Money in vs. money out
Total income / additions$3.4M
Total expenses$1.8M
Benefits paid / distributions$1.8M
Contributions
Employer$659K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$20,714,869
Total liabilities (EOY)
$745,553
Net assets (EOY)
$19,969,316
Net assets (BOY)
$18,412,611

Income & contributions

Employer contributions
$658,977
Total contributions
$658,977
Total income / additions
$3,391,027

Expenses & distributions

Benefits paid
$1,819,074
Total expenses
$1,834,322
Net increase / (decrease)
$1,556,705
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income54%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages