A.J. Kirkwood & Associates, Inc. (EIN 33-0707710) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $23.9M in plan assets and 539 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| A. J. Kirkwood & Associates, Inc. Employee Stock Ownership Plan | 003 | 240 | $23.9M |
| A.J. Kirkwood & Associates, Inc. 401(k) Profit Sharing Plan | 001 | 0 | $0 |
| A. J. Kirkwood & Associates, Inc. Welfare Benefits Plan | 501 | 299 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
33-0707710 is the Employer Identification Number (EIN) A.J. Kirkwood & Associates, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on California EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
