2023 Form 5500 filing — Kpi 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 20250613140956NAL0030128528001) for Kpi 401(K) Retirement Plan, reported by Kuecker Pulse Integration L.P. under EIN 87-1039415 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613140956NAL0030128528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kuecker Pulse Integration L.P.
- EIN
- 87-1039415
- Plan number
- 001
- Location
- Kansas City, MO
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,985,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,985,108
- Employer contributions
- $1,137,135
- Participant contributions
- $3,035,724
- Total income / additions
- $7,691,849
- Benefits paid
- $1,317,995
- Administrative expenses
- $112,249
- Total expenses
- $1,430,244
- Net increase / (decrease)
- $6,261,605
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning | ADVISOR | $73,839 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $32,226 | $0 |
| Newport Trust Company | TRUSTEE | $6,184 | $0 |