Kin And Carta 401(K) Plan — Form 5500 plan (Solstice Consulting, LLC Dba Kin And Carta)

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, Kin And Carta 401(K) Plan is a benefit plan reported by Solstice Consulting, LLC Dba Kin And Carta under EIN 36-4481735 and plan number 001. The latest loaded filing year is 2023. The filing reports 967 participants and $48,088,355 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Solstice Consulting, LLC Dba Kin And Carta
EIN
36-4481735
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
967
End-of-year plan assets
$48,088,355

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023967H, C20240731094639NAL0021297089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,088,355
Total liabilities (EOY)
$0
Net assets (EOY)
$48,088,355
Net assets (BOY)
$35,408,711

Income & contributions

Employer contributions
$2,813,371
Participant contributions
$6,240,562
Total contributions
$10,560,306
Total income / additions
$17,869,093

Expenses & distributions

Benefits paid
$7,009,091
Administrative expenses
$203,499
Total expenses
$7,219,411
Net increase / (decrease)
$10,649,682

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mercer (Us) Inc Mercer InvestmentsOTHER$137,250not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$57,800$02023
Empower Advisory Group, LLCINVESTMENT MGMT$8,449not reported in the loaded dataset2023

Related Form 5500 pages