Kinsley Group 401(K) Plan — Form 5500 plan (Kinsley Group, Inc.)
Plain-English plan 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, Kinsley Group 401(K) Plan is a benefit plan reported by Kinsley Group, Inc. under EIN 04-2430816 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $10,922,934 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kinsley Group, Inc.
- EIN
- 04-2430816
- Plan number
- 001
- Plan type
- 2
- Location
- East Granby, CT
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $10,922,934
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240826124642NAL0009699345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,922,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,922,934
- Net assets (BOY)
- $8,201,975
Income & contributions
- Employer contributions
- $614,597
- Participant contributions
- $1,290,988
- Total contributions
- $2,245,008
- Total income / additions
- $3,553,381
Expenses & distributions
- Benefits paid
- $781,142
- Administrative expenses
- $51,193
- Total expenses
- $832,422
- Net increase / (decrease)
- $2,720,959
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $44,730 | $0 | 2023 |
| Kinsley Group, Inc. | TRUSTEE | $0 | $19,943 | 2023 |
| Napatree Capital, LLC | INVESTMENT ADVISORY | $0 | $14,250 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $6,462 | $3,668 | 2023 |
| Caron & Bletzer, Pllc | ACCOUNTANT | $0 | $9,350 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kinsley Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in East Granby, CT
- Principal Life Insurance Company — Schedule C compensation
- Kinsley Group, Inc. — Schedule C compensation
- Napatree Capital, LLC — Schedule C compensation
- Ascensus — Schedule C compensation
- Caron & Bletzer, Pllc — Schedule C compensation