Kind, Inc. Retirement Savings Plan — Form 5500 plan (Kind, Inc.)

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, Kind, Inc. Retirement Savings Plan is a benefit plan reported by Kind, Inc. under EIN 13-3766029 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,515 participants and $50,691,347 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$50.7MPlan net assets, end of year$50,691,347
Participants1.5KCovered participants reported1,515
Assets / participant$33.5KComputed: assets ÷ participants$33,460 (computed)
Provider compensation$114.2K2 Schedule C provider row(s)$114,179
Plan sponsor
Kind, Inc.
EIN
13-3766029
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,515H, C20241009133235NAL0032870848001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$50.7M total assets
Net assets$50.7MLiabilities$0
Money in vs. money out
Total income / additions$20.1M
Total expenses$5M
Benefits paid / distributions$4.9M
Contributions
Employer$3.6M
Participant$6.6M
Full reported line items

Net assets

Total assets (EOY)
$50,691,347
Total liabilities (EOY)
$0
Net assets (EOY)
$50,691,347
Net assets (BOY)
$36,136,185

Income & contributions

Employer contributions
$3,565,067
Participant contributions
$6,600,975
Total contributions
$12,555,793
Total income / additions
$20,064,613

Expenses & distributions

Benefits paid
$4,876,843
Administrative expenses
$118,679
Total expenses
$5,004,316
Net increase / (decrease)
$15,060,297
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$74,179$02023
5th Street Advisors LLCADVISOR$40,000not reported in the loaded dataset2023

Related Form 5500 pages