KIWI PARTNERS INC

30 SOUNDVIEW LN
SANDS POINT, NY 11050

Business Stats

Policy History

Term Carrier Premium LCM
2023
PEO
1.726
(Current: 1.719)
2023
PEO
1.679
2022
PEO
1.726
2022
PEO
1.679
2022
PEO
1.679
2022

1.000
2022
01-01-2022

2.698
2022
01-01-2022

3.476
2021

2.110

Contacts

97
(984) 207-4240
2a95

Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 6,194,051 $ 1,693,649 $ 8,674,802 $ 6,810,022 $ 9,506,072 $ 6,463,307 $ 3,876,983 $ 1,959,938 $ 7,144,892 $ 3,936,688 $ 1,680,140 $ 404,963
Liabilities: $ 0 $ 6 $ 7 $ 2 $ 9 $ 9 $ 18 $ 1 $ 3
EE Contrib: $ 617,458 $ 183,101 $ 892,565 $ 816,190 $ 32,663 $ 497,569 $ 67,389 $ 744,237 $ 489,958 $ 33,168 $ 560,681 $ 914,118
Emp Contrib: $ 233,174 $ 834,483 $ 1,878 $ 835,390 $ 769,828 $ 899,012 $ 91,197 $ 19,320 $ 54,141 $ 2,381 $ 81,783 $ 92,810
Income/Loss: $ 953,894 $ 420,437 $ 532,550($ 171,212) $ 944,863 $ 613,061($ 46,296) $ 38,830 $ 96,119 $ 580,430($ 98,927) $ 537,912
Total Income: $ 1,804,526 $ 5,996,302 $ 4,678,961 $ 250,001 $ 604,114 $ 756,290 $ 202,311 $ 224,232 $ 218,274 $ 955,019 $ 699,966 $ 872,642
Paid Benefits: $ 73,407 $ 16,921 $ 951,900 $ 991,923 $ 922,950 $ 57,077 $ 356,656 $ 583,458 $ 3,508 $ 291,801 $ 11,556 $ 45,463
Expenses: $ 0 $ 2 $ 7 $ 82 $ 4 $ 8 $ 4
  Commission: $ 1,780 $ 8,342 $ 4,959 $ 6,715 $ 610 $ 489 $ 2,781 $ 514 $ 392 $ 181 $ 303 $ 946
Net Income: $ 1,729,339 $ 2,475,495 $ 8,656,941($ 754,481) $ 23,482 $ 8,893 $ 489,515 $ 850,995 $ 705,266 $ 770,131 $ 562,763 $ 547,579
Net Assets: $ 7,923,390 $ 6,018,017 $ 5,582,304 $ 6,881,696 $ 380,783 $ 4,195,903 $ 2,673,963 $ 3,038,369 $ 2,193,324 $ 1,849,251 $ 7,019,561 $ 4,060,508

Participants

202120202019201820172016201520142013201220112010
Total Participants:920701148849353012686124
Active Part.:6039719190596448d0e fc68
Retired Part.:553591f1548204696
Deceased Part.:da7d f84838574c8a322443

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2E - Profit-sharing

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

    2G - Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

    2J - Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2R - Participant-directed brokerage accounts provided as an investment option under the plan.

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.