Fourkites, Inc. Retirement Trust — Form 5500 plan (Fourkites, 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, Fourkites, Inc. Retirement Trust is a benefit plan reported by Fourkites, Inc. under EIN 46-2468366 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $14,548,333 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fourkites, Inc.
EIN
46-2468366
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
360
End-of-year plan assets
$14,548,333

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023360H, C20241015111330NAL0047521024004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,548,333
Net assets (EOY)
$14,548,333
Net assets (BOY)
$10,334,979

Income & contributions

Employer contributions
$1,127,106
Participant contributions
$2,275,235
Total contributions
$3,692,963
Total income / additions
$5,914,611

Expenses & distributions

Benefits paid
$1,668,792
Administrative expenses
$32,465
Total expenses
$1,701,257
Net increase / (decrease)
$4,213,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Decimal, Inc.THIRD-PARTY RECORDKEEPER$28,695not reported in the loaded dataset2023

Related Form 5500 pages