2023 Form 5500 filing — A.J. Kirkwood & Associates, Inc 401(K) Profit Sharing 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 20240801084405NAL0038524368001) for A.J. Kirkwood & Associates, Inc 401(K) Profit Sharing Plan, reported by A.J. Kirkwood & Associates, Inc. under EIN 33-0707710 and plan number 001. It reports 371 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240801084405NAL0038524368001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A.J. Kirkwood & Associates, Inc.
- EIN
- 33-0707710
- Plan number
- 001
- Location
- Fullerton, CA
- Participants
- 371
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $1,884,294
- Participant contributions
- $627,966
- Total income / additions
- $5,262,343
- Benefits paid
- $3,767,495
- Administrative expenses
- $122,025
- Total expenses
- $3,889,520
- Net increase / (decrease)
- $1,372,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORD KEEPER | $73,553 | $0 |
| Nfp Retirement Inc. | INVESTMENT- ADVISORY | $23,833 | not reported in the loaded dataset |
| Accelerate Investment Advisors | INVESTMENT- ADVISORY | $10,290 | not reported in the loaded dataset |
| Admin. Group, LLC Dba Tag Resources | RECORD KEEPER | $7,340 | $0 |
| Transamerica Ret. Solutions, LLC | RECORD KEEPER | $7,009 | $0 |