Thomas Kinsey Llp 401k Profit Sharing Plan — Form 5500 plan (Thomas Kinsey Llp)
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, Thomas Kinsey Llp 401k Profit Sharing Plan is a benefit plan reported by Thomas Kinsey Llp under EIN 88-4001534 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $25,919,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomas Kinsey Llp
- EIN
- 88-4001534
- Plan number
- 001
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $25,919,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H, C | 20250122185344NAL0005338721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,919,555
- Total liabilities (EOY)
- $701
- Net assets (EOY)
- $25,918,854
- Net assets (BOY)
- $25,188,955
Income & contributions
- Employer contributions
- $296,524
- Participant contributions
- $53,734
- Total contributions
- $350,258
- Total income / additions
- $4,372,881
Expenses & distributions
- Benefits paid
- $3,564,037
- Administrative expenses
- $78,945
- Total expenses
- $3,642,982
- Net increase / (decrease)
- $729,899
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Miracle Mile Advisors, LLC | NONE | $35,389 | not reported in the loaded dataset | 2023 |
| Stancorp Financial | NONE | $20,385 | not reported in the loaded dataset | 2023 |
| Karp Capital Management | NONE | $3,172 | not reported in the loaded dataset | 2023 |