Kpi 401(K) Retirement Plan — Form 5500 plan (Kuecker Pulse Integration L.P.)
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, Kpi 401(K) Retirement Plan is a benefit plan reported by Kuecker Pulse Integration L.P. under EIN 87-1039415 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $24,985,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kuecker Pulse Integration L.P.
- EIN
- 87-1039415
- Plan number
- 001
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $24,985,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20250613140956NAL0030128528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,985,108
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,985,108
- Net assets (BOY)
- $18,723,503
Income & contributions
- Employer contributions
- $1,137,135
- Participant contributions
- $3,035,724
- Total contributions
- $4,407,000
- Total income / additions
- $7,691,849
Expenses & distributions
- Benefits paid
- $1,317,995
- Administrative expenses
- $112,249
- Total expenses
- $1,430,244
- Net increase / (decrease)
- $6,261,605
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning | ADVISOR | $73,839 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $32,226 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $6,184 | $0 | 2023 |