Kirby Nagelhout Construction Company 401(K) Plan — Form 5500 plan (Kirby Nagelhout Construction Company)
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, Kirby Nagelhout Construction Company 401(K) Plan is a benefit plan reported by Kirby Nagelhout Construction Company under EIN 93-1129077 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $8,398,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kirby Nagelhout Construction Company
- EIN
- 93-1129077
- Plan number
- 001
- Plan type
- 2
- Location
- Bend, OR
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $8,398,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241015153653NAL0016773875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,398,085
- Total liabilities (EOY)
- $4,738
- Net assets (EOY)
- $8,393,347
- Net assets (BOY)
- $6,398,892
Income & contributions
- Employer contributions
- $313,301
- Participant contributions
- $743,221
- Total contributions
- $1,123,603
- Total income / additions
- $2,456,189
Expenses & distributions
- Benefits paid
- $415,462
- Administrative expenses
- $46,272
- Total expenses
- $461,734
- Net increase / (decrease)
- $1,994,455
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Randall & Hurley, Inc. | NONE | $21,777 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | NONE | $20,563 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,933 | not reported in the loaded dataset | 2023 |