Kpg Corp. — Form 5500 plan (Kpg 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, Kpg Corp. is a benefit plan reported by Kpg Corp. under EIN 20-1999911 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $18,932,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kpg Corp.
- EIN
- 20-1999911
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 499
- End-of-year plan assets
- $18,932,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 499 | H, C | 20241004130828NAL0006719251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,932,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,932,355
- Net assets (BOY)
- $15,240,520
Income & contributions
- Employer contributions
- $783,209
- Participant contributions
- $1,689,480
- Total contributions
- $2,726,095
- Total income / additions
- $5,573,874
Expenses & distributions
- Benefits paid
- $1,793,432
- Administrative expenses
- $88,607
- Total expenses
- $1,882,039
- Net increase / (decrease)
- $3,691,835
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $46,874 | $0 | 2023 |
| Shepherd Financial Investment | ADVISOR | $41,733 | not reported in the loaded dataset | 2023 |