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, Gallagher & Kennedy, P.A. Profit Sharing And 401(K) Plan is a benefit plan reported by Gallagher & Kennedy, P.A. under EIN 86-0489397 and plan number 001. The latest loaded filing year is 2023. The filing reports 187 participants and $82,819,113 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,819,113
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $82,819,113
- Net assets (BOY)
- $68,751,937
Income & contributions
- Employer contributions
- $1,159,082
- Participant contributions
- $1,151,960
- Total contributions
- $2,314,857
- Total income / additions
- $17,084,705
Expenses & distributions
- Benefits paid
- $3,007,343
- Administrative expenses
- $10,186
- Total expenses
- $3,017,529
- Net increase / (decrease)
- $14,067,176