Kw Property Management LLC 401(K) Profit Sharing Plan & Tru — Form 5500 plan (Kw Property Management 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, Kw Property Management LLC 401(K) Profit Sharing Plan & Tru is a benefit plan reported by Kw Property Management LLC under EIN 77-0632154 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,585 participants and $18,542,562 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kw Property Management LLC
- EIN
- 77-0632154
- Plan number
- 001
- Plan type
- 2
- Location
- Miami, FL
- Latest filing year
- 2023
- Participants
- 1,585
- End-of-year plan assets
- $18,542,562
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,585 | H, C | 20240920052744NAL0004204899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,542,562
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,542,562
- Net assets (BOY)
- $13,458,255
Income & contributions
- Employer contributions
- $1,254,671
- Participant contributions
- $2,106,897
- Total contributions
- $3,650,779
- Total income / additions
- $6,687,588
Expenses & distributions
- Benefits paid
- $1,475,836
- Administrative expenses
- $125,371
- Total expenses
- $1,603,281
- Net increase / (decrease)
- $5,084,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $80,345 | $0 | 2023 |
| Axa Advisors, LLC | INVESTMENT ADVISORS | $45,026 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kw Property Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Miami, FL
- Adp, Inc. — Schedule C compensation
- Axa Advisors, LLC — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation