Plan5500

K & M Associates, L.P. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, K & M Associates, L.P. (EIN 05-0399084) is a plan sponsor located in Providence, RI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
05-0399084
Location
Providence, RI
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for K & M Associates, L.P.

  • 3 loaded plans hold $10.2M in reported assets.
  • The largest, K & M Associates Savings And Investment Plan, holds 100% of this company's reported plan assets.
  • Plans cover 237 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$10.2MSummed across loaded plans$10,179,080
Total reported assets$10.2M$10,179,080
Total reported participants237
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$10.2M total assets
Net assets$10.2MLiabilities$0
Contributions & income
Employer contributions$78.7K
Participant contributions$303.7K
Total income / additions$1.9M
Expenses & distributions
Benefits paid / distributions$875.7K
Total expenses$888.7K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%K & M Associates Savings And Investment Plan
Participants per plan79Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    K & M Associates Savings And Investment Plan$10.2M
    Plan #001 · 80 participants · 2023
  2. 2
    K&M Associates L. P. Employee Health Insurancenot reported in the loaded dataset
    Plan #501 · 87 participants · 2023
  3. 3
    K&M Associates, L.P. Group Insurance Plannot reported in the loaded dataset
    Plan #504 · 70 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for K & M Associates, L.P.. Open one for its full reported snapshot.

  1. 2023
    K&M Associates, L.P. Group Insurance Plan70 participants · 2No schedules
    View filing →
  2. 2023
    K&M Associates L. P. Employee Health Insurance87 participants · 2No schedules
    View filing →
  3. 2023
    K & M Associates Savings And Investment Plan80 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does K & M Associates, L.P. report on Form 5500?
K & M Associates, L.P. (EIN 05-0399084) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for K & M Associates, L.P.?
The Employer Identification Number (EIN) reported for K & M Associates, L.P. is 05-0399084.
What is the latest Form 5500 filing year for K & M Associates, L.P.?
The latest loaded Form 5500 filing year for K & M Associates, L.P. is 2023.

Related Form 5500 pages