2023 Form 5500 filing — Kearney & Co And E.F. Kearney Ltd 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 20241009092930NAL0010479267001) for Kearney & Co And E.F. Kearney Ltd 401(K) Profit Sharing Plan, reported by Kearney & Company, P.C. under EIN 54-1603527 and plan number 001. It reports 1,045 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)$92.6MReported net assets$92,626,519
Participants1K1,045
Provider compensation$146.4K3 Schedule C row(s)$146,373
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009092930NAL0010479267001
Plan sponsor
Kearney & Company, P.C.
EIN
54-1603527
Plan number
001
Location
Alexandria, VA
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)$92.6M total assets
Net assets$92.6MLiabilities$0
Money in vs. money out
Total income / additions$25.1M
Total expenses$5.5M
Benefits paid / distributions$5.4M
Contributions
Employer$1.8M
Participant$8.1M
Full reported line items
Total assets (EOY)
$92,626,519
Total liabilities (EOY)
$0
Net assets (EOY)
$92,626,519
Employer contributions
$1,832,532
Participant contributions
$8,144,394
Total income / additions
$25,071,914
Benefits paid
$5,369,371
Administrative expenses
$146,373
Total expenses
$5,546,475
Net increase / (decrease)
$19,525,439
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$71.4K
    RECORD KEEPER · Direct $71.4K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $39.2K · Indirect $0
  3. 3
    ACCOUNTANT · Direct $35.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009092930NAL0010479267001 cover?
It is the 2023 Form 5500 filing for Kearney & Co And E.F. Kearney Ltd 401(K) Profit Sharing Plan, reported by Kearney & Company, P.C. (EIN 54-1603527).
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