A.J. Kirkwood & Associates, INC.
Fullerton, CA, 92835
- Plans
- 3
- Total participants
- 4,638
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 238210
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 003 | A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan | 240 |
| 2024 | Form 5500 | 501 | A. J. Kirkwood & Associates, INC. Welfare Benefits Plan | 299 |
| 2023 | Form 5500 | 001 | A.J. Kirkwood & Associates, INC 401(K) Profit Sharing Plan | 0 |
| 2023 | Form 5500 | 003 | A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan | 277 |
| 2023 | Form 5500 | 501 | A. J. Kirkwood & Associates, INC. Welfare Benefits Plan | 322 |
| 2022 | Form 5500 | 001 | A.J. Kirkwood & Associates, INC. 401(K) Profit Sharing Plan | 374 |
| 2022 | Form 5500 | 003 | A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan | 298 |
| 2022 | Form 5500 | 501 | A. J. Kirkwood & Associates, INC. Welfare Benefits Plan | 348 |
| 2021 | Form 5500 | 001 | A.J. Kirkwood & Associates, INC. 401(K) Profit Sharing Plan | 413 |
| 2021 | Form 5500 | 003 | A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan | 365 |
| 2021 | Form 5500 | 501 | A. J. Kirkwood & Associates, INC. Welfare Benefits Plan | 398 |
| 2020 | Form 5500 | 001 | A.J. Kirkwood & Associates, INC. 401(K) Profit Sharing Plan | 501 |
| 2020 | Form 5500 | 003 | A. J. Kirkwood & Associates, INC. Employee Stock Ownership Plan | 351 |
| 2020 | Form 5500 | 501 | A. J. Kirkwood & Associates, INC. Welfare Benefits Plan | 452 |
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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