The Kiss Group LLC 401(K) Plan — Form 5500 plan (The Kiss Group 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, The Kiss Group LLC 401(K) Plan is a benefit plan reported by The Kiss Group LLC under EIN 27-3111921 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $2,418,562 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Kiss Group LLC
EIN
27-3111921
Plan number
001
Plan type
3
Location
Spring, TX
Latest filing year
2023
Participants
199
End-of-year plan assets
$2,418,562

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023199H, C20241011111334NAL0043446514001
2023201H, C20241126113000NAL0005541185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,892,407
Net assets (EOY)
$2,892,407
Net assets (BOY)
$2,002,473

Income & contributions

Employer contributions
$270,393
Participant contributions
$419,807
Total contributions
$868,054
Total income / additions
$1,245,375

Expenses & distributions

Benefits paid
$312,253
Administrative expenses
$43,188
Total expenses
$355,441
Net increase / (decrease)
$889,934

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Majors & Mondragon, LLCINVESTMENT/FINANCIAL ADVI$23,111$02023
Massachusetts Mutual Life InsuranceCONTRACT ADMINISTRATOR$15,714$02023
Lpl FinancialINVESTMENT ADVISOR$0$9,9822023
Adp, Inc.RECORD KEEPER$9,079$02023
Empower Annuity Insurance CompanyRECORDKEEPER$6,535$02023
Centric Advisors, LLCINVESTMENT ADVISOR$6,482$02023

Related Form 5500 pages