2023 Form 5500 filing — Ki Mobility 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 20240906132212NAL0001418337001) for Ki Mobility 401(K) Plan, reported by Ki Mobility, LLC under EIN 20-3582298 and plan number 001. It reports 421 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906132212NAL0001418337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ki Mobility, LLC
- EIN
- 20-3582298
- Plan number
- 001
- Location
- Stevens Point, WI
- Participants
- 421
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,748,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,748,341
- Employer contributions
- $623,991
- Participant contributions
- $1,648,098
- Total income / additions
- $4,044,557
- Benefits paid
- $795,457
- Administrative expenses
- $43,765
- Total expenses
- $839,222
- Net increase / (decrease)
- $3,205,335
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,231 | $0 |
| Hays Financial Group | ADVISOR | $18,458 | not reported in the loaded dataset |
| Wealth Management Systems Inc | OTHER SERVICES | $0 | $0 |