Kirk Horse Insurance LLC Profit Sharing Plan DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kirk Horse Insurance LLC Profit Sharing Plan
  • Sponsor EIN: 610988192
  • Sponsor Address: 129 WALTON AVE, LEXINGTON, KY, 405082315
  • Plan Type: DC
  • Total Participants: 12
  • Total Assets: $3.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202412$3.3M$173,524$0
202311$3.1M$136,373$0
202211$2.7M$155,925$0

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