Kestrel Engineering Group Plan — Form 5500 plan (Kestrel Engineering 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, Kestrel Engineering Group Plan is a benefit plan reported by Kestrel Engineering Group, Inc. under EIN 45-2542770 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $15,285,070 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kestrel Engineering Group, Inc.
- EIN
- 45-2542770
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $15,285,070
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20240918101326NAL0001636883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,285,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,285,070
- Net assets (BOY)
- $11,148,088
Income & contributions
- Employer contributions
- $481,939
- Participant contributions
- $1,322,385
- Total contributions
- $2,427,983
- Total income / additions
- $4,749,395
Expenses & distributions
- Benefits paid
- $537,603
- Administrative expenses
- $51,283
- Total expenses
- $612,413
- Net increase / (decrease)
- $4,136,982
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Opportunus Wealth Management | INVESTMENT ADVISOR | $38,227 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest, LLC | TPA | $651 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $8,431 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kestrel Engineering Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Opportunus Wealth Management — Schedule C compensation
- Prime Pensions Northwest, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Co. Of Am — Schedule C compensation