2023 Form 5500 filing — Kmm 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 20241015172934NAL0015172307001) for Kmm Retirement Plan, reported by Kmm Telecommunications under EIN 93-1088391 and plan number 001. It reports 283 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)$7.7MReported net assets$7,681,721
Participants283
Provider compensation$32.8K3 Schedule C row(s)$32,750
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015172934NAL0015172307001
Plan sponsor
Kmm Telecommunications
EIN
93-1088391
Plan number
001
Location
Lewisville, TX
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$908.3K
Benefits paid / distributions$861.4K
Contributions
Employer$172.3K
Participant$837.8K
Full reported line items
Total assets (EOY)
$7,681,721
Total liabilities (EOY)
$0
Net assets (EOY)
$7,681,721
Employer contributions
$172,270
Participant contributions
$837,789
Total income / additions
$2,109,984
Benefits paid
$861,432
Administrative expenses
$32,750
Total expenses
$908,328
Net increase / (decrease)
$1,201,656

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stonehill Fidcuciary ManagementINVESTMENT/FINANCIAL ADVI$20,000$0
Adp, Inc.RECORD KEEPER$12,750$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages