Kimbel Mechanical Systems, Inc. 401(K) Plan — Form 5500 plan (Kimbel Mechanical Systems, 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, Kimbel Mechanical Systems, Inc. 401(K) Plan is a benefit plan reported by Kimbel Mechanical Systems, Inc. under EIN 62-1703316 and plan number 001. The latest loaded filing year is 2023. The filing reports 980 participants and $17,645,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kimbel Mechanical Systems, Inc.
- EIN
- 62-1703316
- Plan number
- 001
- Plan type
- 2
- Location
- Fayetteville, AR
- Latest filing year
- 2023
- Participants
- 980
- End-of-year plan assets
- $17,645,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 980 | H, C | 20241002164101NAL0017931586001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,645,424
- Net assets (EOY)
- $17,645,424
- Net assets (BOY)
- $13,956,374
Income & contributions
- Employer contributions
- $596,272
- Participant contributions
- $1,996,716
- Total contributions
- $2,732,598
- Total income / additions
- $5,593,336
Expenses & distributions
- Benefits paid
- $1,676,547
- Administrative expenses
- $129,685
- Total expenses
- $1,904,286
- Net increase / (decrease)
- $3,689,050
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | SERVICE PROVIDER | $0 | $51,012 | 2023 |
| Voya Retirement Insruance | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Plan Access, Ltd | TPA | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kimbel Mechanical Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Fayetteville, AR
- Raymond James Financial Services — Schedule C compensation
- Voya Retirement Insruance — Schedule C compensation
- Plan Access, Ltd — Schedule C compensation