K Solv 401(K) Plan — Form 5500 plan (K-Solv, Lp)

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, K Solv 401(K) Plan is a benefit plan reported by K-Solv, Lp under EIN 41-2074808 and plan number 001. The latest loaded filing year is 2023. The filing reports 311 participants and $17,909,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
K-Solv, Lp
EIN
41-2074808
Plan number
001
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
311
End-of-year plan assets
$17,909,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023311H, C20241015143222NAL0029988433001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,909,668
Total liabilities (EOY)
$0
Net assets (EOY)
$17,909,668
Net assets (BOY)
$14,943,105

Income & contributions

Employer contributions
$1,021,469
Participant contributions
$1,694,382
Total contributions
$3,632,415
Total income / additions
$6,319,076

Expenses & distributions

Benefits paid
$3,939,268
Administrative expenses
$89,140
Total expenses
$4,033,629
Net increase / (decrease)
$2,285,447

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$48,573$02023
Truist Advisory Services IncADVISOR$35,291not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$5,277not reported in the loaded dataset2023

Related Form 5500 pages