2023 Form 5500 filing — Kennedy Mechanical Plumbing & Heating, Inc.401(K) 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 20241014105728NAL0025985057001) for Kennedy Mechanical Plumbing & Heating, Inc.401(K) Savings Plan, reported by Kennedy Mechanical Plumbing & Heating, Inc. under EIN 16-1385946 and plan number 001. It reports 394 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)$12.8MReported net assets$12,781,558
Participants394
Provider compensation$101.2K2 Schedule C row(s)$101,206
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014105728NAL0025985057001
- Plan sponsor
- Kennedy Mechanical Plumbing & Heating, Inc.
- EIN
- 16-1385946
- Plan number
- 001
- Location
- Rochester, NY
- Received date
- not reported in the loaded dataset
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)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,781,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,781,558
- Employer contributions
- $375,225
- Participant contributions
- $763,443
- Total income / additions
- $2,885,622
- Benefits paid
- $536,446
- Administrative expenses
- $101,606
- Total expenses
- $638,052
- Net increase / (decrease)
- $2,247,570
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Karpus Investment Management | INVESTMENT ADVISOR | $85,563 | not reported in the loaded dataset |
| Benefits Management, Inc. | THIRD PARTY ADMINISTRATO | $15,643 | not reported in the loaded dataset |