Plan5500

Human Kinetics, Inc. Employee Stock Ownership Plan — Form 5500 plan (Human Kinetics, 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, Human Kinetics, Inc. Employee Stock Ownership Plan is a benefit plan reported by Human Kinetics, Inc. under EIN 37-1064571 and plan number 003. The latest loaded filing year is 2023. The filing reports 161 participants and $18,758,164 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Human Kinetics, Inc.
EIN
37-1064571
Plan number
003
Plan type
2
Location
Champaign, IL
Latest filing year
2023
Participants
161
End-of-year plan assets
$18,758,164

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241220144532NAL0005712449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,758,164
Total liabilities (EOY)
$3,641,271
Net assets (EOY)
$15,116,893
Net assets (BOY)
$14,192,235

Income & contributions

Employer contributions
$809,365
Total contributions
$809,365
Total income / additions
$1,736,055

Expenses & distributions

Benefits paid
$795,828
Administrative expenses
$15,569
Total expenses
$811,397
Net increase / (decrease)
$924,658

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cozad Asset ManagementINVESTMENT MANAGER$12,563not reported in the loaded dataset2023

Related Form 5500 pages