Ki Mobility 401(K) Plan — Form 5500 plan (Ki Mobility, LLC)

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, Ki Mobility 401(K) Plan is a benefit plan reported by Ki Mobility, LLC under EIN 20-3582298 and plan number 001. The latest loaded filing year is 2023. The filing reports 421 participants and $11,748,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ki Mobility, LLC
EIN
20-3582298
Plan number
001
Plan type
2
Location
Stevens Point, WI
Latest filing year
2023
Participants
421
End-of-year plan assets
$11,748,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023421H, C20240906132212NAL0001418337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,748,341
Total liabilities (EOY)
$0
Net assets (EOY)
$11,748,341
Net assets (BOY)
$8,543,006

Income & contributions

Employer contributions
$623,991
Participant contributions
$1,648,098
Total contributions
$2,289,860
Total income / additions
$4,044,557

Expenses & distributions

Benefits paid
$795,457
Administrative expenses
$43,765
Total expenses
$839,222
Net increase / (decrease)
$3,205,335

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$23,231$02023
Hays Financial GroupADVISOR$18,458not reported in the loaded dataset2023
Wealth Management Systems IncOTHER SERVICES$0$02023

Related Form 5500 pages