Kier & Wright Civil Engineers And Surveyors, Inc. Salary Deferral Plan — Form 5500 plan (Kier & Wright Civil Engineers And Surveyors 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, Kier & Wright Civil Engineers And Surveyors, Inc. Salary Deferral Plan is a benefit plan reported by Kier & Wright Civil Engineers And Surveyors Inc under EIN 94-2160466 and plan number 003. The latest loaded filing year is 2023. The filing reports 243 participants and $38,148,378 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kier & Wright Civil Engineers And Surveyors Inc
EIN
94-2160466
Plan number
003
Plan type
2
Location
Livermore, CA
Latest filing year
2023
Participants
243
End-of-year plan assets
$38,148,378

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023243H, C20241009115809NAL0010579555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,148,378
Total liabilities (EOY)
$49,572
Net assets (EOY)
$38,098,806
Net assets (BOY)
$29,648,400

Income & contributions

Employer contributions
$1,666,843
Participant contributions
$1,638,380
Total contributions
$3,598,782
Total income / additions
$9,740,047

Expenses & distributions

Benefits paid
$1,231,492
Administrative expenses
$56,729
Total expenses
$1,289,641
Net increase / (decrease)
$8,450,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$42,260$02023
Strategic Advisors, Inc.ADVISOR$14,595not reported in the loaded dataset2023

Related Form 5500 pages