2023 Form 5500 filing — Kirk Movers, Inc. 401(K)
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 20240903080500NAL0030543088001) for Kirk Movers, Inc. 401(K), reported by Kirk Movers, Inc. under EIN 81-3680730 and plan number 001. It reports 561 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903080500NAL0030543088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kirk Movers, Inc.
- EIN
- 81-3680730
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 561
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,800,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,800,779
- Employer contributions
- $267,597
- Participant contributions
- $410,919
- Total income / additions
- $926,073
- Benefits paid
- $81,037
- Administrative expenses
- $32,950
- Total expenses
- $113,987
- Net increase / (decrease)
- $812,086
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Retirement Services | CONTRACT ADMINISTRATOR | $31,150 | $0 |
| Admin. Group, LLC Dba Tag Resources | THIRD PARTY ADMIN | $1,800 | not reported in the loaded dataset |