2023 Form 5500 filing — Kimball, Tirey & St. John Llp 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 20240924112628NAL0012718257001) for Kimball, Tirey & St. John Llp 401(K) Plan, reported by Kimball, Tirey & St. John Llp under EIN 33-0404480 and plan number 002. It reports 303 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)$19.7MReported net assets$19,730,811

Participants303

Provider compensation$82.5K1 Schedule C row(s)$82,499

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240924112628NAL0012718257001
Plan sponsor: Kimball, Tirey & St. John Llp
EIN: 33-0404480
Plan number: 002
Location: San Diego, CA
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)$19.7M total assets

Net assets$19.7MLiabilities$0

Money in vs. money out

Total income / additions$5M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$0

Participant$1.6M

Full reported line items

Total assets (EOY): $19,730,811
Total liabilities (EOY): $0
Net assets (EOY): $19,730,811
Employer contributions: $0
Participant contributions: $1,649,154
Total income / additions: $5,018,589
Benefits paid: $1,239,757
Administrative expenses: $82,499
Total expenses: $1,333,149
Net increase / (decrease): $3,685,440

Schedule C

Reported service provider compensation

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

1
Lincoln National Life Insurance$82.5K
SERVICE PROVIDER · Direct $82.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924112628NAL0012718257001 cover?: It is the 2023 Form 5500 filing for Kimball, Tirey & St. John Llp 401(K) Plan, reported by Kimball, Tirey & St. John Llp (EIN 33-0404480).
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).