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Employer · plans filed under one EIN

Kinzler Construction Services, Inc.

Ankeny, IA · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$18.4Mnet assets across plans
748participant records588 active
$2,386employer contributions, latest plan years$4 per active record
$100KSchedule C compensation to organisations$134.25 per participant record

Kinzler Construction Services, Inc., based in Ankeny, Iowa, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 748 participant records and $18.4M in net assets.

The largest is Kinzler Employee Stock Ownership Plan and Trust Agreement, an employee stock ownership plan with 394 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2,386 and participant contributions $1.5M in the latest plan years; benefits paid were $981K. Schedule C compensation reported to service provider organisations totalled $100K.

Combined net assets moved from $2.5M in 2014 to $18.4M in 2024 (up 649%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kinzler Employee Stock Ownership Plan and Trust Agreementemployee stock ownership plan2024394$7.9M$19,931$8$0
Kinzler Construction Services, Inc. 401(k) Plan401(k) plan2024354$10.6M$29,889$0$100K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2014: $2.5M2015: $2.8M2016: $3.5M2017: $4.5M2018: $4.7M2019: $6.0M2020: $7.1M2021: $8.5M2022: $10.3M2023: $14.5M2024: $18.4M$2.5M$18.4M2014201620202024
Combined net assets
2014: 1842015: 2442016: 2912017: 4262018: 4642019: 4552020: 4822021: 5042022: 7422023: 7552024: 7481847557482014201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242748$18.4M$2,000$1.5M
20232755$14.5M$1,000$1.4M
20222742$10.3M$68K$1.2M
20212504$8.5M$115K$786K
20202482$7.1M$304K$691K
20192455$6.0M$6,000$601K
20182464$4.7M$2,000$622K
20172426$4.5M$226K$522K
20161291$3.5M$240K$438K
20151244$2.8M$220K$410K
20141184$2.5M$164K$305K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing1$77,747
Principal Securities Inc.Other services1$22,674
Wilshire Advisors LLCInvestment advisory (plan)1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$78K
Principal Securities Inc.$23K
Wilshire Advisors LLC$0

Questions and answers

How many retirement plans does Kinzler Construction Services, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kinzler Employee Stock Ownership Plan and Trust Agreement and Kinzler Construction Services, Inc. 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kinzler Construction Services, Inc. contribute to its plans?

$2,386 in employer contributions across these plans in their latest plan years, about $4 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company, Principal Securities Inc. and Wilshire Advisors LLC. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.