Kyra Solutions, Inc. 401(K) Plan And Trust — Form 5500 plan (Kyra Solutions, 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, Kyra Solutions, Inc. 401(K) Plan And Trust is a benefit plan reported by Kyra Solutions, Inc. under EIN 59-3438373 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $11,952,900 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kyra Solutions, Inc.
EIN
59-3438373
Plan number
001
Plan type
2
Location
Lakeland, FL
Latest filing year
2023
Participants
133
End-of-year plan assets
$11,952,900

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20240930120041NAL0005506945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,952,900
Total liabilities (EOY)
$0
Net assets (EOY)
$11,952,900
Net assets (BOY)
$9,035,270

Income & contributions

Employer contributions
$429,835
Participant contributions
$825,343
Total contributions
$1,343,038
Total income / additions
$3,020,971

Expenses & distributions

Benefits paid
$101,831
Administrative expenses
$1,510
Total expenses
$103,341
Net increase / (decrease)
$2,917,630

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kingswood Wealth Advisors, LLCSERVICE PROVIDER$0$15,7372023
Kingswood Capital Partners, LLCSERVICE PROVIDER$0$8,1632023

Related Form 5500 pages