2023 Form 5500 filing — Kirkham-Michael, Inc. And Affiliates Employees 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 20250711145058NAL0006429409001) for Kirkham-Michael, Inc. And Affiliates Employees 401(K) Plan, reported by Kirkham-Michael, Inc. And Affiliates under EIN 47-0467468 and plan number 004. It reports 132 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)$12.5MReported net assets$12,490,676
Participants132
Provider compensation$7132 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250711145058NAL0006429409001
- Plan sponsor
- Kirkham-Michael, Inc. And Affiliates
- EIN
- 47-0467468
- Plan number
- 004
- Location
- Omaha, NE
- 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)$12.5M total assets
Net assets$12.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,490,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,490,676
- Employer contributions
- $189,060
- Participant contributions
- $884,706
- Total income / additions
- $4,073,835
- Benefits paid
- $1,938,035
- Administrative expenses
- $713
- Total expenses
- $1,938,748
- Net increase / (decrease)
- $2,135,087
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $713 | $0 |
| Lion Street Financial LLC | ADVISOR | $0 | $0 |