· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KIRSCHNER ASSOCIATES, INC. — KIRSCHNER ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250618080023NAL0005337074001
KIRSCHNER ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
KIRSCHNER ASSOCIATES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KIRSCHNER ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
KIRSCHNER ASSOCIATES, INC.
EIN
04-2896272
Address
8 ABBEY LANE · P. O. BOX 312 · MIDDLEBORO, MA · 02346
Phone
(508) 947-8144
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
ALL-TECH FASTENERS INC
ALL-TECH FASTENERS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 5 participants
NORTHLAND FASTENING SYSTEMS, INC.
NORTHLAND FASTENING SYSTEMS, INC. CASH BALANCE PLAN
$1.9M · 6 participants
BLUE RIVER PLUMBING, INC.
BLUE RIVER PLUMBING 401(K) PROFIT SHARING PLAN AND TRUST
$1.9M · 58 participants
STREATOR PIPE AND SUPPLY, INC.
STREATOR PIPE AND SUPPLY, INC. DEFINED BENEFIT PENSION PLAN
$1.9M · 15 participants
MIDWEST ENVIRONMENTAL SALES CO., INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
MESCO 401(K) RETIREMENT PLAN & TRUST
$1.9M · 2 participants
CATE & COMPANY, INC. DBA C & C COMFORTMAKER
CATE & COMPANY, INC. PROFIT SHARING PLAN
$1.9M · 17 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
