2023 Form 5500 filing — The Kolter Group LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731151335NAL0021764161001) for The Kolter Group LLC 401(K) Plan, reported by The Kolter Group LLC under EIN 27-1556391 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731151335NAL0021764161001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- The Kolter Group LLC
- EIN
- 27-1556391
- Plan number
- 001
- Location
- Delray Beach, FL
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,624,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,624,804
- Employer contributions
- $2,311,059
- Participant contributions
- $5,220,761
- Total income / additions
- $14,745,236
- Benefits paid
- $3,143,758
- Administrative expenses
- $135,402
- Total expenses
- $3,279,160
- Net increase / (decrease)
- $11,466,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $70,203 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $65,199 | $0 |