Kirkham-Michael, Inc. And Affiliates Employees 401(K) Plan — Form 5500 plan (Kirkham-Michael, Inc. And Affiliates)
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, Kirkham-Michael, Inc. And Affiliates Employees 401(K) Plan is a benefit plan reported by Kirkham-Michael, Inc. And Affiliates under EIN 47-0467468 and plan number 004. The latest loaded filing year is 2023. The filing reports 132 participants and $12,490,676 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.5MPlan net assets, end of year$12,490,676
Participants132Covered participants reported
Assets / participant$94.6KComputed: assets ÷ participants$94,626 (computed)
Provider compensation$7132 Schedule C provider row(s)
- Plan sponsor
- Kirkham-Michael, Inc. And Affiliates
- EIN
- 47-0467468
- Plan number
- 004
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20250711145058NAL0006429409001 |
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)$12.5M total assets
Net assets$12.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,490,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,490,676
- Net assets (BOY)
- $10,355,589
Income & contributions
- Employer contributions
- $189,060
- Participant contributions
- $884,706
- Total contributions
- $1,224,210
- Total income / additions
- $4,073,835
Expenses & distributions
- Benefits paid
- $1,938,035
- Administrative expenses
- $713
- Total expenses
- $1,938,748
- Net increase / (decrease)
- $2,135,087
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.
18%82%
Employer 18%Participant 82%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $713 | $0 | 2023 |
| Lion Street Financial LLC | ADVISOR | $0 | $0 | 2023 |