Kykenkee 401(K) Plan — Form 5500 plan (Kykenkee)
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, Kykenkee 401(K) Plan is a benefit plan reported by Kykenkee under EIN 63-0784854 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $9,855,866 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kykenkee
- EIN
- 63-0784854
- Plan number
- 001
- Plan type
- 2
- Location
- Vance, AL
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $9,855,866
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20240930132334NAL0005577025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,855,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,855,866
- Net assets (BOY)
- $8,543,940
Income & contributions
- Employer contributions
- $396,044
- Participant contributions
- $753,222
- Total contributions
- $1,149,266
- Total income / additions
- $2,362,098
Expenses & distributions
- Benefits paid
- $979,609
- Administrative expenses
- $70,536
- Total expenses
- $1,050,172
- Net increase / (decrease)
- $1,311,926
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $36,029 | $0 | 2023 |
| Raymond James | INVESTMENT ADVISOR | $34,507 | not reported in the loaded dataset | 2023 |