Kimmel & Associates Savings Retirement Plan — Form 5500 plan (Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, 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, Kimmel & Associates Savings Retirement Plan is a benefit plan reported by Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc. under EIN 56-1596696 and plan number 001. The latest loaded filing year is 2023. The filing reports 71 participants and $19,856,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kimmel & Fredericks International, Inc. Dba Kimmel & Associates, Inc.
- EIN
- 56-1596696
- Plan number
- 001
- Plan type
- 2
- Location
- Ashville, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 71 | I | 20240718115634NAL0009078144001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $19,856,726
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,856,726
- Net assets (BOY)
- $16,271,601
Income & contributions
- Employer contributions
- $407,176
- Participant contributions
- $950,756
- Total income / additions
- $4,167,235
Expenses & distributions
- Benefits paid
- $539,963
- Administrative expenses
- $42,147
- Total expenses
- $582,110
- Net increase / (decrease)
- $3,585,125
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.