Plan5500

Kaseya 401(K) Profit Sharing Plan — Form 5500 plan (Kaseya Us, 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, Kaseya 401(K) Profit Sharing Plan is a benefit plan reported by Kaseya Us, LLC under EIN 46-0522543 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,572 participants and $139,190,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaseya Us, LLC
EIN
46-0522543
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
1,572
End-of-year plan assets
$139,190,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,572H, C20241014134414NAL0026306177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$139,190,000
Total liabilities (EOY)
$0
Net assets (EOY)
$139,190,000
Net assets (BOY)
$28,861,128

Income & contributions

Employer contributions
$2,788
Participant contributions
$14,346,410
Total contributions
$16,580,675
Total income / additions
$39,504,631

Expenses & distributions

Benefits paid
$27,227,141
Administrative expenses
$351,079
Total expenses
$27,585,236
Net increase / (decrease)
$11,919,395

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Capital GroupADVISOR$236,947not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$92,825$02023
Strategic Advisors, Inc.ADVISOR$21,308not reported in the loaded dataset2023

Related Form 5500 pages