2023 Form 5500 filing — Kfk Group/Srg 401(K) Retirement 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 20241218073744NAL0002195027001) for Kfk Group/Srg 401(K) Retirement Plan, reported by Kfk Group, Inc. under EIN 84-1703359 and plan number 001. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241218073744NAL0002195027001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Kfk Group, Inc.
- EIN
- 84-1703359
- Plan number
- 001
- Location
- New Orleans, LA
- Participants
- 676
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,017,163
- Total liabilities (EOY)
- $412
- Net assets (EOY)
- $2,016,751
- Employer contributions
- $32,549
- Participant contributions
- $215,513
- Total income / additions
- $580,136
- Benefits paid
- $318,232
- Administrative expenses
- $32,427
- Total expenses
- $354,775
- Net increase / (decrease)
- $225,361
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Fsa 338 | INVESTMENT ADVISOR | $9,520 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $3,050 | not reported in the loaded dataset |