K1 401(K) Plan — Form 5500 plan (K1 Investment 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, K1 401(K) Plan is a benefit plan reported by K1 Investment Management, LLC under EIN 27-4741827 and plan number 001. The latest loaded filing year is 2023. The filing reports 198 participants and $7,630,025 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K1 Investment Management, LLC
- EIN
- 27-4741827
- Plan number
- 001
- Plan type
- 2
- Location
- Manhattan Beach, CA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $7,630,025
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H | 20240822140559NAL0002606195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,630,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,630,025
- Net assets (BOY)
- $5,267,749
Income & contributions
- Employer contributions
- $206,380
- Participant contributions
- $1,212,244
- Total contributions
- $1,465,854
- Total income / additions
- $2,672,542
Expenses & distributions
- Benefits paid
- $307,467
- Administrative expenses
- $2,799
- Total expenses
- $310,266
- Net increase / (decrease)
- $2,362,276
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.