A.j. Kirkwood & Associates, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2023, when $27.6 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
A.j. Kirkwood & Associates, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2023 filing.
A.j. Kirkwood & Associates, Inc. 401(k) Plan Facts (plan year 2023)
Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Aug 1, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2023
- $2.59 million went into the plan in contributions, $1.88 million of it from the employer (73%).
- $3.77 million was paid out to participants.
- Investment and other income added $2.68 million.
How the A.j. Kirkwood & Associates, Inc. 401(k) changed, 2018–2023
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 661 | $16.6 million | $2.26 million | $1.54 million |
| 2019 | 587 | $22.1 million | $2.97 million | $1.74 million |
| 2020 | 798 | $27.1 million | $2.98 million | $2.49 million |
| 2021 | 738 | $30.4 million | $1.83 million | $2.42 million |
| 2022 | 669 | $26.2 million | $2.18 million | $2.92 million |
| 2023 (final) | 371 | $0 | $1.88 million | $3.77 million |
A.j. Kirkwood & Associates, Inc. 401(k) Contact Information
Questions about the A.j. Kirkwood & Associates, Inc. 401(k)
Is the A.j. Kirkwood & Associates, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2023.
Does A.j. Kirkwood & Associates, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $1.88 million in employer contributions for plan year 2023.
Does the A.j. Kirkwood & Associates, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the A.j. Kirkwood & Associates, Inc 401(k) plan?
371 participants at the start of plan year 2023.
Who manages the A.j. Kirkwood & Associates, Inc 401(k) accounts?
John Hancock (listed on the filing as JOHN HANCOCK LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.