Adkins & Kimbrough Mechanical, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Adkins & Kimbrough Mechanical)

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, Adkins & Kimbrough Mechanical, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Adkins & Kimbrough Mechanical under EIN 20-3735660 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $1,150,354 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Adkins & Kimbrough Mechanical
EIN
20-3735660
Plan number
001
Plan type
2
Location
Bessemer, AL
Latest filing year
2023
Participants
148
End-of-year plan assets
$1,150,354

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023148H, C20241014142117NAL0027545857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,150,354
Total liabilities (EOY)
$0
Net assets (EOY)
$1,150,354
Net assets (BOY)
$922,949

Income & contributions

Employer contributions
$665
Participant contributions
$82,346
Total contributions
$83,011
Total income / additions
$284,793

Expenses & distributions

Benefits paid
$54,269
Administrative expenses
$3,119
Total expenses
$57,388
Net increase / (decrease)
$227,405

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Sec. Corp LLCRECORDKEEPER$0$02023

Related Form 5500 pages