K. West Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, K. West Group, LLC (EIN 30-0016317) is a plan sponsor located in Perrysburg, OH with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
30-0016317
Location
Perrysburg, OH
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,210,530
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,210,530

Contributions & income

Employer contributions
$911,046
Participant contributions
$1,863,338
Total income / additions
$5,528,564

Expenses & distributions

Benefits paid / distributions
$1,815,876
Total expenses
$1,896,007
Net increase / (decrease)
$3,632,557

Coverage

Total reported participants
314
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

K. West Group, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kwest Group, LLC 401(K) Plan001314$19,210,5302023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for K. West Group, LLC
YearPlanParticipantsSchedulesFiling
2023Kwest Group, LLC 401(K) Plan314H, C20241014100514NAL0025886449001

Related Form 5500 pages