Kinetic Advantage 401(K) Plan — Form 5500 plan (Kinetic Advantage, 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, Kinetic Advantage 401(K) Plan is a benefit plan reported by Kinetic Advantage, LLC under EIN 85-1409684 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $5,467,919 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kinetic Advantage, LLC
EIN
85-1409684
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
271
End-of-year plan assets
$5,467,919

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20241015090451NAL0029085073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,467,919
Total liabilities (EOY)
$0
Net assets (EOY)
$5,467,919
Net assets (BOY)
$3,423,927

Income & contributions

Employer contributions
$573,747
Participant contributions
$1,132,226
Total contributions
$1,877,633
Total income / additions
$2,617,771

Expenses & distributions

Benefits paid
$545,893
Administrative expenses
$27,886
Total expenses
$573,779
Net increase / (decrease)
$2,043,992

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
InvstNONE$20,851not reported in the loaded dataset2023
Ameritas Life Insurance CorpNONE$6,047not reported in the loaded dataset2023
Charles Schwab BankNONE$988$02023

Related Form 5500 pages