Kimball Management 401(K) Plan — Form 5500 plan (Kimball Management)
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, Kimball Management 401(K) Plan is a benefit plan reported by Kimball Management under EIN 74-3036721 and plan number 002. The latest loaded filing year is 2023. The filing reports 175 participants and $5,973,475 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kimball Management
- EIN
- 74-3036721
- Plan number
- 002
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $5,973,475
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241008094602NAL0028289296001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,973,475
- Total liabilities (EOY)
- $3,496
- Net assets (EOY)
- $5,969,979
- Net assets (BOY)
- $5,079,281
Income & contributions
- Participant contributions
- $636,188
- Total contributions
- $741,207
- Total income / additions
- $1,558,771
Expenses & distributions
- Benefits paid
- $637,762
- Administrative expenses
- $28,948
- Total expenses
- $668,073
- Net increase / (decrease)
- $890,698
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $8,570 | $0 | 2023 |
| Lpl Financial, LLC | BROKER | $7,745 | not reported in the loaded dataset | 2023 |
| Wc Administrators, LLC | CONTRACT ADMIN | $4,867 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group,LLC | INVESTMENT MGMT | $3,928 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $2,582 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kimball Management
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Salt Lake City, UT
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial, LLC — Schedule C compensation
- Wc Administrators, LLC — Schedule C compensation
- Empower Advisory Group,LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation