Plan5500

Kfk Group/Srg 401(K) Retirement Plan — Form 5500 plan (Kfk Group, 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, Kfk Group/Srg 401(K) Retirement Plan is a benefit plan reported by Kfk Group, Inc. under EIN 84-1703359 and plan number 001. The latest loaded filing year is 2023. The filing reports 676 participants and $2,017,163 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kfk Group, Inc.
EIN
84-1703359
Plan number
001
Plan type
3
Location
New Orleans, LA
Latest filing year
2023
Participants
676
End-of-year plan assets
$2,017,163

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023676H, C20241218073744NAL0002195027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,017,163
Total liabilities (EOY)
$412
Net assets (EOY)
$2,016,751
Net assets (BOY)
$1,791,390

Income & contributions

Employer contributions
$32,549
Participant contributions
$215,513
Total contributions
$248,062
Total income / additions
$580,136

Expenses & distributions

Benefits paid
$318,232
Administrative expenses
$32,427
Total expenses
$354,775
Net increase / (decrease)
$225,361

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James Fsa 338INVESTMENT ADVISOR$9,520not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$3,050not reported in the loaded dataset2023

Related Form 5500 pages