2023 Form 5500 filing — Kestrel Field Services, Inc. 401(K) 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 20240814084557NAL0011542465001) for Kestrel Field Services, Inc. 401(K) Plan, reported by Kestrel Field Services, Inc. under EIN 02-0790800 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814084557NAL0011542465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kestrel Field Services, Inc.
- EIN
- 02-0790800
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,318,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,318,446
- Employer contributions
- $547,483
- Participant contributions
- $1,255,795
- Total income / additions
- $3,960,538
- Benefits paid
- $1,810,281
- Administrative expenses
- $10,949
- Total expenses
- $1,821,230
- Net increase / (decrease)
- $2,139,308
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates, Inc. | BROKER/DEALER | $0 | $34,731 |
| The Allocation Company | THIRD PARTY ADMINISTRATO | $0 | $6,774 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |