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, Kennedy, White & Riggs Orthopaedic Surgery, 401(K) Plan is a benefit plan reported by Kennedy, White & Riggs Orthopaedic Surgery under EIN 59-2227075 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $13,294,029 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,294,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,294,029
- Net assets (BOY)
- $12,074,072
Income & contributions
- Employer contributions
- $346,922
- Participant contributions
- $759,296
- Total contributions
- $1,106,218
- Total income / additions
- $3,230,544
Expenses & distributions
- Benefits paid
- $1,971,738
- Administrative expenses
- $38,849
- Total expenses
- $2,010,587
- Net increase / (decrease)
- $1,219,957