Search public Form 5500 filings

Plans

• planA. J. Kirkwood & Associates, Inc. Employee Stock Ownership PlanFinancial statement2023 filing
  Sponsor: A.J. Kirkwood & Associates, Inc.EIN: 33-0707710Plan: 003Participants: 663Assets: $23,755,997Location: Fullerton, CALatest: 2023
• planA.J. Kirkwood & Associates, Inc 401(K) Profit Sharing PlanFinancial statementProvider compensation2023 filing
  Sponsor: A.J. Kirkwood & Associates, Inc.EIN: 33-0707710Plan: 001Participants: 371Assets: $0Location: Fullerton, CALatest: 2023
• planA. J. Kirkwood & Associates, Inc. Welfare Benefits Plan2023 filing
  Sponsor: A. J. Kirkwood & Associates, Inc.EIN: 33-0707710Plan: 501Participants: 359Assets: not reported in the loaded datasetLocation: Fullerton, CALatest: 2023