Who sponsors the Ktgy Group, Inc. 401(K) And Profit Sharing Plan?

Ktgy Group, Inc. 401(K) And Profit Sharing Plan is reported as sponsored by Ktgy Group, Inc. (EIN 33-0488819, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Ktgy Group, Inc. 401(K) And Profit Sharing Plan?

The latest Form 5500 filing year loaded for Ktgy Group, Inc. 401(K) And Profit Sharing Plan is 2023.

How many participants does Ktgy Group, Inc. 401(K) And Profit Sharing Plan report?

Ktgy Group, Inc. 401(K) And Profit Sharing Plan reports 759 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Ktgy Group, Inc. 401(K) And Profit Sharing Plan?

Ktgy Group, Inc. 401(K) And Profit Sharing Plan reports $58,411,054 in end-of-year plan assets in its latest loaded Form 5500 filing.

Ktgy Group, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Ktgy Group, Inc.)

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, Ktgy Group, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Ktgy Group, Inc. under EIN 33-0488819 and plan number 001. The latest loaded filing year is 2023. The filing reports 759 participants and $58,411,054 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$58.4MPlan net assets, end of year$58,411,054

Participants759Covered participants reported

Assets / participant$77KComputed: assets ÷ participants$76,958 (computed)

Provider compensation$145.7K4 Schedule C provider row(s)$145,656

Plan sponsor: Ktgy Group, Inc.
EIN: 33-0488819
Plan number: 001
Plan type: 2
Location: Irvine, CA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	759	H, C	20241011131813NAL0012528515001

Schedule H · 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)$58.4M total assets

Net assets$58.4MLiabilities$0

Money in vs. money out

Total income / additions$14.4M

Total expenses$3.2M

Benefits paid / distributions$3.1M

Contributions

Employer$824.3K

Participant$4.4M

Full reported line items

Net assets

Total assets (EOY): $58,411,054
Total liabilities (EOY): $0
Net assets (EOY): $58,411,054
Net assets (BOY): $47,277,257

Income & contributions

Employer contributions: $824,312
Participant contributions: $4,356,895
Total contributions: $6,078,225
Total income / additions: $14,364,347

Expenses & distributions

Benefits paid: $3,084,894
Administrative expenses: $145,656
Total expenses: $3,230,550
Net increase / (decrease): $11,133,797

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)

16%84%

Employer 16%Participant 84%

Total expenses ÷ net assets6%Computed ratio

Benefits paid ÷ total income21%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Oneamerica Retirement Services LLC	NONE	$87,893	not reported in the loaded dataset	2023
Lpl Financial LLC	NONE	$50,000	not reported in the loaded dataset	2023
Oneamerica Investment Advisory Serv	NONE	$7,763	not reported in the loaded dataset	2023
Matrix Trust Company	NONE	$0	$0	2023