Kightlinger & Gray, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Kightlinger & Gray, Llp)

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, Kightlinger & Gray, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Kightlinger & Gray, Llp under EIN 35-0860041 and plan number 002. The latest loaded filing year is 2023. The filing reports 107 participants and $31,382,228 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$31.4MPlan net assets, end of year$31,382,228
Participants107Covered participants reported
Assets / participant$293.3KComputed: assets ÷ participants$293,292 (computed)
Provider compensationNone reported
Plan sponsor
Kightlinger & Gray, Llp
EIN
35-0860041
Plan number
002
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023107I20241007104040NAL0025949680001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$31.4M total assets
Net assets$31.4MLiabilities
Money in vs. money out
Total income / additions$6.3M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$453.9K
Participant$565.2K
Full reported line items

Net assets

Total assets (EOY)
$31,382,228
Net assets (EOY)
$31,382,228
Net assets (BOY)
$28,483,411

Income & contributions

Employer contributions
$453,855
Participant contributions
$565,213
Total income / additions
$6,305,963

Expenses & distributions

Benefits paid
$3,325,279
Total expenses
$3,407,146
Net increase / (decrease)
$2,898,817
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 45%Participant 55%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income53%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages