2023 Form 5500 filing — Kirby Risk Corporation Retirement 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 20241009182507NAL0032094640001) for Kirby Risk Corporation Retirement Plan, reported by Kirby Risk Corporation under EIN 35-0805247 and plan number 001. It reports 1,408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009182507NAL0032094640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kirby Risk Corporation
- EIN
- 35-0805247
- Plan number
- 001
- Location
- Lafayette, IN
- Participants
- 1,408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $117,836,801
- Net assets (EOY)
- $117,836,801
- Employer contributions
- $3,685,299
- Participant contributions
- $3,717,385
- Total income / additions
- $23,541,927
- Benefits paid
- $9,132,952
- Administrative expenses
- $133,253
- Total expenses
- $9,270,076
- Net increase / (decrease)
- $14,271,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $79,790 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,463 | $0 |