How many benefit plans does Kirkpatrick Management Company, Inc. report on Form 5500?

Kirkpatrick Management Company, Inc. (EIN 35-1291497) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Kirkpatrick Management Company, Inc.?

The Employer Identification Number (EIN) reported for Kirkpatrick Management Company, Inc. is 35-1291497.

What is the latest Form 5500 filing year for Kirkpatrick Management Company, Inc.?

The latest loaded Form 5500 filing year for Kirkpatrick Management Company, Inc. is 2023.

Kirkpatrick Management Company, Inc. — 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, Kirkpatrick Management Company, Inc. (EIN 35-1291497) is a plan sponsor located in Indianapolis, IN with 3 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: 35-1291497
Location: Indianapolis, IN
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 Kirkpatrick Management Company, Inc.

3 loaded plans hold $5M in reported assets.
The largest, Kirkpatrick Management Company, Inc. 401(K) Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
Plans cover 753 reported participants.
1 of 3 plans report full financial statements.
1 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$4,963,644

Total reported assets$5M$4,963,644

Total reported participants753

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$5M total assets

Net assets$5MLiabilities$0

Contributions & income

Employer contributions$50K

Participant contributions$280K

Total income / additions$951.8K

Expenses & distributions

Benefits paid / distributions$278K

Total expenses$313.8K

Net increase / (decrease)$637.9K

Data coverage

Plans with financial statements1 / 3 (33%)

Plans with provider compensation1 / 3 (33%)

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%Kirkpatrick Management Company, Inc. 401(K) Profit Sharing Plan And Trust

Participants per plan251Average 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
Kirkpatrick Management Company, Inc. 401(K) Profit Sharing Plan And Trust$5M
Plan #001 · 318 participants · 2023
2
Kirkpatrick Management Company, Inc. Life Insurance Plannot reported in the loaded dataset
Plan #502 · 235 participants · 2023
3
Kirkpatrick Management Company, Inc. Section 125 Plannot reported in the loaded dataset
Plan #501 · 200 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 Kirkpatrick Management Company, Inc.. Open one for its full reported snapshot.

2023
Kirkpatrick Management Company, Inc. 401(K) Profit Sharing Plan And Trust318 participants · 2Sch HSch C
View filing →
2023
Kirkpatrick Management Company, Inc. Section 125 Plan200 participants · 2No schedules
View filing →
2023
Kirkpatrick Management Company, Inc. Life Insurance Plan235 participants · 2No schedules
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kirkpatrick Management Company, Inc. report on Form 5500?: Kirkpatrick Management Company, Inc. (EIN 35-1291497) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kirkpatrick Management Company, Inc.?: The Employer Identification Number (EIN) reported for Kirkpatrick Management Company, Inc. is 35-1291497.
What is the latest Form 5500 filing year for Kirkpatrick Management Company, Inc.?: The latest loaded Form 5500 filing year for Kirkpatrick Management Company, Inc. is 2023.