Plan5500

Humphris, Kiefer & Associates, 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, Humphris, Kiefer & Associates, Inc (EIN 36-2748141) is a plan sponsor located in Hoffman Estates, IL 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
36-2748141
Location
Hoffman Estates, IL
Loaded plans
2
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 Humphris, Kiefer & Associates, Inc

  • 2 loaded plans hold $4.3M in reported assets.
  • The largest, Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust, holds 66% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.3MSummed across loaded plans$4,339,665
Total reported assets$4.3M$4,339,665
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$4.3M total assets
Net assets$4.3MLiabilities—
Contributions & income
Employer contributions$65.1K
Participant contributionsNot reported
Total income / additions$777K
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.6M
Net increase / (decrease)-$2.8M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets66%Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust
Participants per plan2Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust$2.9M
    Plan #001 · 2 participants · 2023
  2. 2
    Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust$1.5M
    Plan #002 · 2 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 Humphris, Kiefer & Associates, Inc. Open one for its full reported snapshot.

  1. 2023
    Humphris, Kiefer & Associates, Inc. Employee Profit Sharing Plan & Trust2 participants · 2Sch I
    View filing →
  2. 2023
    Humphris, Kiefer & Associates, Inc Employee Pension Plan & Trust2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Humphris, Kiefer & Associates, Inc report on Form 5500?
Humphris, Kiefer & Associates, Inc (EIN 36-2748141) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Humphris, Kiefer & Associates, Inc?
The Employer Identification Number (EIN) reported for Humphris, Kiefer & Associates, Inc is 36-2748141.
What is the latest Form 5500 filing year for Humphris, Kiefer & Associates, Inc?
The latest loaded Form 5500 filing year for Humphris, Kiefer & Associates, Inc is 2023.

Related Form 5500 pages