Kpc Global 401(K) Plan — Form 5500 plan (Kpc Global Management, 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, Kpc Global 401(K) Plan is a benefit plan reported by Kpc Global Management, LLC under EIN 26-4469929 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,396 participants and $268,080,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kpc Global Management, LLC
- EIN
- 26-4469929
- Plan number
- 002
- Plan type
- 2
- Location
- Santa Ana, CA
- Latest filing year
- 2023
- Participants
- 8,396
- End-of-year plan assets
- $268,080,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,396 | H, C | 20241122174648NAL0002017217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $268,080,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $268,080,299
- Net assets (BOY)
- $236,490,810
Income & contributions
- Employer contributions
- $5,528,842
- Participant contributions
- $19,373,033
- Total contributions
- $27,655,819
- Total income / additions
- $62,533,948
Expenses & distributions
- Benefits paid
- $30,023,728
- Administrative expenses
- $613,941
- Total expenses
- $30,944,459
- Net increase / (decrease)
- $31,589,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $529,153 | $0 | 2023 |
| Mma Securities LLC | BROKER/DEALER | $0 | $124,233 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $40,445 | $0 | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $27,344 | $0 | 2023 |
| Bdo Usa Llp | SERVICE PROVIDER | $17,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kpc Global Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Ana, CA
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation
- Bdo Usa Llp — Schedule C compensation