Kcg, Inc. 401(K) Plan — Form 5500 plan (Kcg, 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, Kcg, Inc. 401(K) Plan is a benefit plan reported by Kcg, Inc. under EIN 86-0390254 and plan number 001. The latest loaded filing year is 2023. The filing reports 868 participants and $36,015,775 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kcg, Inc.
- EIN
- 86-0390254
- Plan number
- 001
- Plan type
- 3
- Location
- Lenexa, KS
- Latest filing year
- 2023
- Participants
- 868
- End-of-year plan assets
- $36,015,775
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 868 | H, C | 20241010115228NAL0020021041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,015,775
- Total liabilities (EOY)
- $151,813
- Net assets (EOY)
- $35,863,962
- Net assets (BOY)
- $29,099,956
Income & contributions
- Employer contributions
- $1,053,181
- Participant contributions
- $2,705,325
- Total contributions
- $4,200,490
- Total income / additions
- $8,576,508
Expenses & distributions
- Benefits paid
- $1,706,472
- Administrative expenses
- $106,030
- Total expenses
- $1,812,502
- Net increase / (decrease)
- $6,764,006
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,799 | $0 | 2023 |
| Cbiz Investment Advisory Serv LLC | INVESTMENT ADVISOR | $37,661 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits & Ins Services | CONTRACT ADMIN | $15,613 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $6,656 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kcg, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Lenexa, KS
- Empower Annuity Insurance Company O — Schedule C compensation
- Cbiz Investment Advisory Serv LLC — Schedule C compensation
- Cbiz Benefits & Ins Services — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation