The Kincaid Group Retirement Plan — Form 5500 plan (The Kincaid Group)
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 Kincaid Group Retirement Plan is a benefit plan reported by The Kincaid Group under EIN 82-1560598 and plan number 002. The latest loaded filing year is 2023. The filing reports 234 participants and $4,683,180 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Kincaid Group
- EIN
- 82-1560598
- Plan number
- 002
- Plan type
- 2
- Location
- Shawnee, KS
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $4,683,180
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20241010110454NAL0020866993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,683,180
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,683,180
- Net assets (BOY)
- $3,998,194
Income & contributions
- Employer contributions
- $423,043
- Participant contributions
- $562,111
- Total contributions
- $1,255,260
- Total income / additions
- $1,983,889
Expenses & distributions
- Benefits paid
- $1,264,361
- Administrative expenses
- $12,877
- Total expenses
- $1,298,903
- Net increase / (decrease)
- $684,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $12,877 | $0 | 2023 |