2023 Form 5500 filing — Michael Kiner Associates 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 20240913141218NAL0005117235001) for Michael Kiner Associates 401(K) Profit Sharing Plan, reported by Michael Kiner Associates under EIN 93-0962106 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240913141218NAL0005117235001
Filing year
2023
Form type
2
Plan sponsor
Michael Kiner Associates
EIN
93-0962106
Plan number
001
Location
Rancho Mirage, CA
Participants
5
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,894,977
Total liabilities (EOY)
$0
Net assets (EOY)
$2,894,977
Employer contributions
$15,896
Participant contributions
$60,000
Total income / additions
$742,601
Benefits paid
$1,795
Administrative expenses
$0
Total expenses
$1,956
Net increase / (decrease)
$740,645
Schedule source
Schedule I

Related Form 5500 pages