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, Kirkwood Holding, Inc. Retirement Savings Trust And Plan is a benefit plan reported by Kirkwood Holding Inc. under EIN 20-1657242 and plan number 005. The latest loaded filing year is 2023. The filing reports 209 participants and $22,911,125 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,911,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,911,125
- Net assets (BOY)
- $22,749,346
Income & contributions
- Employer contributions
- $254,763
- Participant contributions
- $742,624
- Total contributions
- $1,139,701
- Total income / additions
- $3,824,682
Expenses & distributions
- Benefits paid
- $3,581,294
- Administrative expenses
- $79,136
- Total expenses
- $3,675,790
- Net increase / (decrease)
- $148,892