2023 Form 5500 filing — Kmi Holdings, Inc. 401(K) 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 20241014130638NAL0052359506001) for Kmi Holdings, Inc. 401(K) Plan, reported by Kmi Holdings, Inc under EIN 45-4098775 and plan number 001. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130638NAL0052359506001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kmi Holdings, Inc
- EIN
- 45-4098775
- Plan number
- 001
- Location
- Mahaffey, PA
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,153,691
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,153,691
- Employer contributions
- $159,519
- Participant contributions
- $245,757
- Total income / additions
- $708,990
- Benefits paid
- $339,538
- Administrative expenses
- $20,375
- Total expenses
- $359,913
- Net increase / (decrease)
- $349,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D Jones & Co | INVESTMENT ADVISOR | $8,395 | not reported in the loaded dataset |
| M2b Retirement Consulting LLC | CONTRACT ADMIN | $4,273 | $920 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $2,280 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGT | $459 | not reported in the loaded dataset |