Kirby Foods, Inc. 401(K) Plan — Form 5500 plan (Kirby Foods, 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, Kirby Foods, Inc. 401(K) Plan is a benefit plan reported by Kirby Foods, Inc. under EIN 37-0756504 and plan number 002. The latest loaded filing year is 2023. The filing reports 430 participants and $5,439,153 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.4MPlan net assets, end of year$5,439,153
Participants430Covered participants reported
Assets / participant$12.6KComputed: assets ÷ participants$12,649 (computed)
Provider compensation$90.9K3 Schedule C provider row(s)$90,869
- Plan sponsor
- Kirby Foods, Inc.
- EIN
- 37-0756504
- Plan number
- 002
- Plan type
- 2
- Location
- Champaign, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 430 | H, C | 20240813135923NAL0010631505001 |
Schedule H · 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)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,439,153
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,439,153
- Net assets (BOY)
- $4,907,665
Income & contributions
- Employer contributions
- $56,676
- Participant contributions
- $239,442
- Total contributions
- $306,118
- Total income / additions
- $1,032,087
Expenses & distributions
- Benefits paid
- $441,700
- Administrative expenses
- $57,530
- Total expenses
- $500,599
- Net increase / (decrease)
- $531,488
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.
19%81%
Employer 19%Participant 81%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income43%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,468 | $0 | 2023 |
| Creative Planning, Inc. | INVESTMENT ADVISORY | $0 | $22,539 | 2023 |
| Kirby Foods,Inc. | ACCOUNTANT | $2,062 | $10,800 | 2023 |