2023 Form 5500 filing — Dennis Kirk, Inc. 401(K) 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 20240917132333NAL0006281442001) for Dennis Kirk, Inc. 401(K) Savings Plan, reported by Dennis Kirk, Inc. under EIN 41-1302320 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.4MReported net assets$8,432,068
Participants150
Provider compensation$18.3K2 Schedule C row(s)$18,309
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240917132333NAL0006281442001
Plan sponsor
Dennis Kirk, Inc.
EIN
41-1302320
Plan number
001
Location
Rush City, MN
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$979.1K
Benefits paid / distributions$960.8K
Contributions
Employer$361.2K
Participant$331K
Full reported line items
Total assets (EOY)
$8,432,068
Total liabilities (EOY)
$0
Net assets (EOY)
$8,432,068
Employer contributions
$361,230
Participant contributions
$331,008
Total income / additions
$1,794,279
Benefits paid
$960,808
Administrative expenses
$18,309
Total expenses
$979,117
Net increase / (decrease)
$815,162
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $16.3K
  2. 2
    RECORDKEEPER · Direct $2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240917132333NAL0006281442001 cover?
It is the 2023 Form 5500 filing for Dennis Kirk, Inc. 401(K) Savings Plan, reported by Dennis Kirk, Inc. (EIN 41-1302320).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages