2023 Form 5500 filing — Kitchell Affiliates Employees' Tax Deferred 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 20241003075449NAL0010212705001) for Kitchell Affiliates Employees' Tax Deferred Savings Plan, reported by Kitchell Corporation under EIN 86-0181400 and plan number 003. It reports 1,077 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)$77.4MReported net assets$77,367,677
Participants1.1K1,077
Provider compensation$151.1K5 Schedule C row(s)$151,075
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003075449NAL0010212705001
Plan sponsor
Kitchell Corporation
EIN
86-0181400
Plan number
003
Location
Phoenix, AZ
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)$77.4M total assets
Net assets$77.4MLiabilities
Money in vs. money out
Total income / additions$20.7M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$1M
Participant$7.1M
Full reported line items
Total assets (EOY)
$77,367,677
Net assets (EOY)
$77,367,677
Employer contributions
$1,001,420
Participant contributions
$7,083,436
Total income / additions
$20,713,702
Benefits paid
$9,063,772
Administrative expenses
$153,680
Total expenses
$9,241,363
Net increase / (decrease)
$11,472,339
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $89.2K
  2. 2
    NONE · Direct $49.1K
  3. 3
    NONE · Direct $12.7K
  4. 4
    NONE · Direct $67 · Indirect $0
  5. 5
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003075449NAL0010212705001 cover?
It is the 2023 Form 5500 filing for Kitchell Affiliates Employees' Tax Deferred Savings Plan, reported by Kitchell Corporation (EIN 86-0181400).
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