2023 Form 5500 filing — K5 Corporation Retirement Savings 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 20240927093755NAL0001838193001) for K5 Corporation Retirement Savings Plan, reported by K5 Corporation under EIN 04-3147908 and plan number 011. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927093755NAL0001838193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K5 Corporation
- EIN
- 04-3147908
- Plan number
- 011
- Location
- Rockland, MA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,039,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,039,933
- Employer contributions
- $485,612
- Participant contributions
- $7,619
- Total income / additions
- $784,554
- Benefits paid
- $57,012
- Administrative expenses
- $25,654
- Total expenses
- $96,796
- Net increase / (decrease)
- $687,758
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockland Trust | CONTRACT ADMIN | $11,369 | not reported in the loaded dataset |
| The Angell Pension Group Inc | CONTRACT ADMIN | $7,266 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,854 | $0 |