2023 Form 5500 filing — K1 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 20240822140559NAL0002606195001) for K1 401(K) Plan, reported by K1 Investment Management, LLC under EIN 27-4741827 and plan number 001. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240822140559NAL0002606195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K1 Investment Management, LLC
- EIN
- 27-4741827
- Plan number
- 001
- Location
- Manhattan Beach, CA
- Participants
- 198
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,630,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,630,025
- Employer contributions
- $206,380
- Participant contributions
- $1,212,244
- Total income / additions
- $2,672,542
- Benefits paid
- $307,467
- Administrative expenses
- $2,799
- Total expenses
- $310,266
- Net increase / (decrease)
- $2,362,276
- Schedule source
- Schedule H