2023 Form 5500 filing — Thomas Kinsey Llp 401k 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 20250122185344NAL0005338721001) for Thomas Kinsey Llp 401k Profit Sharing Plan, reported by Thomas Kinsey Llp under EIN 88-4001534 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122185344NAL0005338721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomas Kinsey Llp
- EIN
- 88-4001534
- Plan number
- 001
- Location
- Orange, CA
- Participants
- 215
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,919,555
- Total liabilities (EOY)
- $701
- Net assets (EOY)
- $25,918,854
- Employer contributions
- $296,524
- Participant contributions
- $53,734
- Total income / additions
- $4,372,881
- Benefits paid
- $3,564,037
- Administrative expenses
- $78,945
- Total expenses
- $3,642,982
- Net increase / (decrease)
- $729,899
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Miracle Mile Advisors, LLC | NONE | $35,389 | not reported in the loaded dataset |
| Stancorp Financial | NONE | $20,385 | not reported in the loaded dataset |
| Karp Capital Management | NONE | $3,172 | not reported in the loaded dataset |