2023 Form 5500 filing — Kennedy/Jenks Consultants, Inc. Profit Sharing 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 20241011125001NAL0036951600003) for Kennedy/Jenks Consultants, Inc. Profit Sharing Retirement Plan, reported by Kennedy/Jenks Consultants, Inc. under EIN 94-2147007 and plan number 001. It reports 652 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125001NAL0036951600003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennedy/Jenks Consultants, Inc.
- EIN
- 94-2147007
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 652
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,033,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,033,307
- Employer contributions
- $1,387,079
- Participant contributions
- $5,477,874
- Total income / additions
- $27,415,166
- Benefits paid
- $9,364,870
- Administrative expenses
- $166,687
- Total expenses
- $9,531,557
- Net increase / (decrease)
- $17,883,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $138,087 | not reported in the loaded dataset |
| Silicon Valley Retirement Serv | NONE | $28,600 | not reported in the loaded dataset |