Michael Kiner Associates 401(K) Profit Sharing Plan — Form 5500 plan (Michael Kiner Associates)
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, Michael Kiner Associates 401(K) Profit Sharing Plan is a benefit plan reported by Michael Kiner Associates under EIN 93-0962106 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $2,894,977 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael Kiner Associates
- EIN
- 93-0962106
- Plan number
- 001
- Plan type
- 2
- Location
- Rancho Mirage, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $2,894,977
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240913141218NAL0005117235001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,894,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,894,977
- Net assets (BOY)
- $2,154,332
Income & contributions
- Employer contributions
- $15,896
- Participant contributions
- $60,000
- Total income / additions
- $742,601
Expenses & distributions
- Benefits paid
- $1,795
- Administrative expenses
- $0
- Total expenses
- $1,956
- Net increase / (decrease)
- $740,645
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.