Kirk Movers, Inc. 401(K) — Form 5500 plan (Kirk Movers, 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, Kirk Movers, Inc. 401(K) is a benefit plan reported by Kirk Movers, Inc. under EIN 81-3680730 and plan number 001. The latest loaded filing year is 2023. The filing reports 561 participants and $1,800,779 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kirk Movers, Inc.
EIN
81-3680730
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
561
End-of-year plan assets
$1,800,779

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023561H, C20240903080500NAL0030543088001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,800,779
Total liabilities (EOY)
$0
Net assets (EOY)
$1,800,779
Net assets (BOY)
$988,693

Income & contributions

Employer contributions
$267,597
Participant contributions
$410,919
Total contributions
$678,516
Total income / additions
$926,073

Expenses & distributions

Benefits paid
$81,037
Administrative expenses
$32,950
Total expenses
$113,987
Net increase / (decrease)
$812,086

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln Retirement ServicesCONTRACT ADMINISTRATOR$31,150$02023
Admin. Group, LLC Dba Tag ResourcesTHIRD PARTY ADMIN$1,800not reported in the loaded dataset2023

Related Form 5500 pages