Kirton Mcconkie Retirement Plan — Form 5500 plan (Kirton Mcconkie)
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, Kirton Mcconkie Retirement Plan is a benefit plan reported by Kirton Mcconkie under EIN 87-0375296 and plan number 001. The latest loaded filing year is 2023. The filing reports 313 participants and $99,961,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirton Mcconkie
- EIN
- 87-0375296
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 313
- End-of-year plan assets
- $99,961,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 313 | H, C | 20240924145109NAL0013150529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,961,537
- Net assets (EOY)
- $99,961,537
- Net assets (BOY)
- $86,080,603
Income & contributions
- Employer contributions
- $3,560,835
- Participant contributions
- $2,959,695
- Total contributions
- $6,531,820
- Total income / additions
- $20,242,015
Expenses & distributions
- Benefits paid
- $6,133,074
- Administrative expenses
- $228,007
- Total expenses
- $6,361,081
- Net increase / (decrease)
- $13,880,934
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buckingham Asset Management | NONE | $174,876 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services, In | NONE | $34,233 | not reported in the loaded dataset | 2023 |
| Tanner LLC | NONE | $18,898 | not reported in the loaded dataset | 2023 |