Original filing (PDF)20240401075919NAL0017086082001

KMCG LLC

Name: KMCG LLC — KMCG LLC 401(k) Profit Sharing Plan &, Form 5500 (2023)
Creator: KMCG LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KMCG LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · KMCG LLC's KMCG LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

KMCG LLC's EIN is 88-2889659.

EIN 88-2889659

Plan number 001

Plan year 2023

ACK ID 20240401075919NAL0017086082001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for KMCG LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

KMCG LLC's plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KMCG LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

KMCG LLC

EIN

all filings

Address

8459 US 42 · STE F · FLORENCE, KY · 41042

Phone

(859) 746-1182

Industry

Other Services (ex. Public Admin)

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-09-20

Filed

2024-04-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2S · Automatic enrollment

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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