2023 Form 5500 filing — Kirk Nationalease Co. 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 20241014133407NAL0013358291001) for Kirk Nationalease Co. 401(K) Profit Sharing Plan, reported by Kirk Nationalease Administration Company under EIN 34-1809423 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133407NAL0013358291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kirk Nationalease Administration Company
- EIN
- 34-1809423
- Plan number
- 001
- Location
- Sidney, OH
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,322,397
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,322,397
- Employer contributions
- $152,084
- Participant contributions
- $592,031
- Total income / additions
- $1,614,088
- Benefits paid
- $751,245
- Administrative expenses
- $86,407
- Total expenses
- $837,652
- Net increase / (decrease)
- $776,436
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Investments | OTHER SERVICES | $42,893 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $32,515 | $0 |
| Monnier & Co | ACCOUNTANT | $10,999 | not reported in the loaded dataset |