Kinaxis Corp. 401(K) Plan — Form 5500 plan (Kinaxis Corp.)
Plain-English plan 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, Kinaxis Corp. 401(K) Plan is a benefit plan reported by Kinaxis Corp. under EIN 04-3130818 and plan number 001. The latest loaded filing year is 2023. The filing reports 296 participants and $26,266,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kinaxis Corp.
- EIN
- 04-3130818
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 296
- End-of-year plan assets
- $26,266,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 296 | H, C | 20240913160801NAL0011912561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,266,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,266,184
- Net assets (BOY)
- $19,164,072
Income & contributions
- Employer contributions
- $777,788
- Participant contributions
- $4,117,269
- Total contributions
- $5,905,847
- Total income / additions
- $9,375,358
Expenses & distributions
- Benefits paid
- $2,156,578
- Administrative expenses
- $116,393
- Total expenses
- $2,273,246
- Net increase / (decrease)
- $7,102,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | INVESTMENT ADVISOR | $89,182 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,366 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,845 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kinaxis Corp.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation