2023 Form 5500 filing — Kjl Management Services, LLC Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240717145202NAL0004575009001) for Kjl Management Services, LLC Retirement Savings Plan, reported by Kjl Management Services, LLC under EIN 91-6551045 and plan number 001. It reports 10 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,198,796
Participants10
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240717145202NAL0004575009001
Plan sponsor
Kjl Management Services, LLC
EIN
91-6551045
Plan number
001
Location
Honolulu, HI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$0
Money in vs. money out
Total income / additions$608.7K
Total expenses$21K
Benefits paid / distributions$15.5K
Contributions
Employer$31K
Participant$124.5K
Full reported line items
Total assets (EOY)
$3,198,796
Total liabilities (EOY)
$0
Net assets (EOY)
$3,198,796
Employer contributions
$30,993
Participant contributions
$124,521
Total income / additions
$608,681
Benefits paid
$15,500
Administrative expenses
$5,533
Total expenses
$21,033
Net increase / (decrease)
$587,648

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240717145202NAL0004575009001 cover?
It is the 2023 Form 5500 filing for Kjl Management Services, LLC Retirement Savings Plan, reported by Kjl Management Services, LLC (EIN 91-6551045).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages