Plan5500

Kitchell Affiliates Employees' Tax Deferred Savings Plan — Form 5500 plan (Kitchell Corporation)

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, Kitchell Affiliates Employees' Tax Deferred Savings Plan is a benefit plan reported by Kitchell Corporation under EIN 86-0181400 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,077 participants and $77,367,677 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$77.4MPlan net assets, end of year$77,367,677
Participants1.1KCovered participants reported1,077
Assets / participant$71.8KComputed: assets ÷ participants$71,836 (computed)
Provider compensation$151.1K5 Schedule C provider row(s)$151,075
Plan sponsor
Kitchell Corporation
EIN
86-0181400
Plan number
003
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,077 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$77.4M total assets
Net assets$77.4MLiabilities—
Money in vs. money out
Total income / additions$20.7M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$1M
Participant$7.1M
Full reported line items

Net assets

Total assets (EOY)
$77,367,677
Net assets (EOY)
$77,367,677
Net assets (BOY)
$65,895,338

Income & contributions

Employer contributions
$1,001,420
Participant contributions
$7,083,436
Total contributions
$9,284,732
Total income / additions
$20,713,702

Expenses & distributions

Benefits paid
$9,063,772
Administrative expenses
$153,680
Total expenses
$9,241,363
Net increase / (decrease)
$11,472,339
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Schwab Retirement Plan Services,Inc$89.2K
    NONE · Direct $89.2K
  2. 2
    Global Retirement Partners LLC$49.1K
    NONE · Direct $49.1K
  3. 3
    Cbiz Cpas P.C.$12.7K
    NONE · Direct $12.7K
  4. 4
    Charles Schwab & Co., Inc.$67
    NONE · Direct $67 · Indirect $0
  5. 5
    Charles Schwab Trust Bank$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Kitchell Affiliates Employees' Tax Deferred Savings Plan?
Kitchell Affiliates Employees' Tax Deferred Savings Plan is reported as sponsored by Kitchell Corporation (EIN 86-0181400, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kitchell Affiliates Employees' Tax Deferred Savings Plan?
The latest Form 5500 filing year loaded for Kitchell Affiliates Employees' Tax Deferred Savings Plan is 2023.
How many participants does Kitchell Affiliates Employees' Tax Deferred Savings Plan report?
Kitchell Affiliates Employees' Tax Deferred Savings Plan reports 1,077 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kitchell Affiliates Employees' Tax Deferred Savings Plan?
Kitchell Affiliates Employees' Tax Deferred Savings Plan reports $77,367,677 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages