Kaufman Lynn Construction, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kaufman Lynn Construction, 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, Kaufman Lynn Construction, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kaufman Lynn Construction, Inc. under EIN 65-0098115 and plan number 001. The latest loaded filing year is 2023. The filing reports 307 participants and $20,453,058 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaufman Lynn Construction, Inc.
EIN
65-0098115
Plan number
001
Plan type
2
Location
Delray Beach, FL
Latest filing year
2023
Participants
307
End-of-year plan assets
$20,453,058

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20241011133407NAL0021948881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,453,058
Total liabilities (EOY)
$0
Net assets (EOY)
$20,453,058
Net assets (BOY)
$14,585,643

Income & contributions

Employer contributions
$1,180,474
Participant contributions
$2,323,369
Total contributions
$4,574,836
Total income / additions
$7,422,243

Expenses & distributions

Benefits paid
$1,450,163
Administrative expenses
$104,665
Total expenses
$1,554,828
Net increase / (decrease)
$5,867,415

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCINVESTMENT ADVISOR$72,087not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$32,575$02023

Related Form 5500 pages