OpenERISA

A.J. Kirkwood & Associates, INC.

Fullerton, CA, 92835

EIN 33-0707710
Plans
3
Total participants
4,638
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
238210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500003A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan240
2024Form 5500501A. J. Kirkwood & Associates, INC. Welfare Benefits Plan299
2023Form 5500001A.J. Kirkwood & Associates, INC 401(K) Profit Sharing Plan0
2023Form 5500003A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan277
2023Form 5500501A. J. Kirkwood & Associates, INC. Welfare Benefits Plan322
2022Form 5500001A.J. Kirkwood & Associates, INC. 401(K) Profit Sharing Plan374
2022Form 5500003A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan298
2022Form 5500501A. J. Kirkwood & Associates, INC. Welfare Benefits Plan348
2021Form 5500001A.J. Kirkwood & Associates, INC. 401(K) Profit Sharing Plan413
2021Form 5500003A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan365
2021Form 5500501A. J. Kirkwood & Associates, INC. Welfare Benefits Plan398
2020Form 5500001A.J. Kirkwood & Associates, INC. 401(K) Profit Sharing Plan501
2020Form 5500003A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan351
2020Form 5500501A. J. Kirkwood & Associates, INC. Welfare Benefits Plan452

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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