2023 Form 5500 filing — Kw Property Management LLC 401(K) Profit Sharing Plan & Tru
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 20240920052744NAL0004204899001) for Kw Property Management LLC 401(K) Profit Sharing Plan & Tru, reported by Kw Property Management LLC under EIN 77-0632154 and plan number 001. It reports 1,585 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920052744NAL0004204899001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kw Property Management LLC
- EIN
- 77-0632154
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 1,585
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,542,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,542,562
- Employer contributions
- $1,254,671
- Participant contributions
- $2,106,897
- Total income / additions
- $6,687,588
- Benefits paid
- $1,475,836
- Administrative expenses
- $125,371
- Total expenses
- $1,603,281
- Net increase / (decrease)
- $5,084,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $80,345 | $0 |
| Axa Advisors, LLC | INVESTMENT ADVISORS | $45,026 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |