Kennedy/Jenks Consultants, Inc. Profit Sharing Retirement Plan — Form 5500 plan (Kennedy/Jenks Consultants, Inc.)

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, Kennedy/Jenks Consultants, Inc. Profit Sharing Retirement Plan is a benefit plan reported by Kennedy/Jenks Consultants, Inc. under EIN 94-2147007 and plan number 001. The latest loaded filing year is 2023. The filing reports 652 participants and $130,033,307 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kennedy/Jenks Consultants, Inc.
EIN
94-2147007
Plan number
001
Plan type
2
Location
San Francisco, CA
Latest filing year
2023
Participants
652
End-of-year plan assets
$130,033,307

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023652H, C20241011125001NAL0036951600003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,033,307
Total liabilities (EOY)
$0
Net assets (EOY)
$130,033,307
Net assets (BOY)
$112,149,698

Income & contributions

Employer contributions
$1,387,079
Participant contributions
$5,477,874
Total contributions
$7,733,461
Total income / additions
$27,415,166

Expenses & distributions

Benefits paid
$9,364,870
Administrative expenses
$166,687
Total expenses
$9,531,557
Net increase / (decrease)
$17,883,609

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$138,087not reported in the loaded dataset2023
Silicon Valley Retirement ServNONE$28,600not reported in the loaded dataset2023

Related Form 5500 pages