Kinetica Partners, LLC. 401(K) Plan — Form 5500 plan (Kinetica Partners, 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, Kinetica Partners, LLC. 401(K) Plan is a benefit plan reported by Kinetica Partners, LLC. under EIN 27-1832847 and plan number 001. The latest loaded filing year is 2023. The filing reports 102 participants and $9,762,900 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.8MPlan net assets, end of year$9,762,900
Participants102Covered participants reported
Assets / participant$95.7KComputed: assets ÷ participants$95,715 (computed)
Provider compensationNone reported
Plan sponsor
Kinetica Partners, LLC.
EIN
27-1832847
Plan number
001
Plan type
2
Location
Crowley, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102I20240607154301NAL0012611379001
Schedule I · 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)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$479.5K
Participant$734.7K
Full reported line items

Net assets

Total assets (EOY)
$9,762,900
Total liabilities (EOY)
$0
Net assets (EOY)
$9,762,900
Net assets (BOY)
$8,378,040

Income & contributions

Employer contributions
$479,465
Participant contributions
$734,699
Total income / additions
$2,552,774

Expenses & distributions

Benefits paid
$1,167,108
Administrative expenses
$806
Total expenses
$1,167,914
Net increase / (decrease)
$1,384,860
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 39%Participant 61%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income46%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages