Kirkham-Michael, Inc. And Affiliates Employees 401(K) Plan — Form 5500 plan (Kirkham-Michael, Inc. And Affiliates)

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. And Affiliates Employees 401(K) Plan is a benefit plan reported by Kirkham-Michael, Inc. And Affiliates under EIN 47-0467468 and plan number 004. The latest loaded filing year is 2023. The filing reports 132 participants and $12,490,676 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kirkham-Michael, Inc. And Affiliates
EIN
47-0467468
Plan number
004
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
132
End-of-year plan assets
$12,490,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023132H, C20250711145058NAL0006429409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,490,676
Total liabilities (EOY)
$0
Net assets (EOY)
$12,490,676
Net assets (BOY)
$10,355,589

Income & contributions

Employer contributions
$189,060
Participant contributions
$884,706
Total contributions
$1,224,210
Total income / additions
$4,073,835

Expenses & distributions

Benefits paid
$1,938,035
Administrative expenses
$713
Total expenses
$1,938,748
Net increase / (decrease)
$2,135,087

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$713$02023
Lion Street Financial LLCADVISOR$0$02023

Related Form 5500 pages