The Kirk Auto Group 401(K) Plan — Form 5500 plan (Kirk Auto Co.)
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, The Kirk Auto Group 401(K) Plan is a benefit plan reported by Kirk Auto Co. under EIN 64-0535840 and plan number 001. The latest loaded filing year is 2023. The filing reports 184 participants and $2,472,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirk Auto Co.
- EIN
- 64-0535840
- Plan number
- 001
- Plan type
- 2
- Location
- Grenada, MS
- Latest filing year
- 2023
- Participants
- 184
- End-of-year plan assets
- $2,472,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 184 | H, C | 20241014165111NAL0045373472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,472,491
- Total liabilities (EOY)
- $44,235
- Net assets (EOY)
- $2,428,256
- Net assets (BOY)
- $1,669,099
Income & contributions
- Employer contributions
- $181,772
- Participant contributions
- $396,338
- Total contributions
- $578,110
- Total income / additions
- $917,079
Expenses & distributions
- Benefits paid
- $146,146
- Administrative expenses
- $11,776
- Total expenses
- $157,922
- Net increase / (decrease)
- $759,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James & Associates | INVESTMENT ADVISOR | $8,893 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $2,508 | $0 | 2023 |
| Benefit Professionals, Inc. | CONTRACT ADMIN | $375 | not reported in the loaded dataset | 2023 |