Kirtland & Packard Employee Savings & Retirement Plan — Form 5500 plan (Kirtland & Packard, 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, Kirtland & Packard Employee Savings & Retirement Plan is a benefit plan reported by Kirtland & Packard, Llp under EIN 95-2372416 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $1,722,713 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirtland & Packard, Llp
- EIN
- 95-2372416
- Plan number
- 001
- Plan type
- 2
- Location
- Redondo Beach, CA
- Latest filing year
- 2023
- Participants
- 15
- End-of-year plan assets
- $1,722,713
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 15 | I | 20241009112934NAL0032537888001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,722,713
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,722,713
- Net assets (BOY)
- $1,423,271
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $47,441
- Total income / additions
- $299,992
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $550
- Total expenses
- $550
- Net increase / (decrease)
- $299,442
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.