Kp LLC 401(K) Savings & Retirement Plan — Form 5500 plan (Kp 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, Kp LLC 401(K) Savings & Retirement Plan is a benefit plan reported by Kp LLC under EIN 93-0563572 and plan number 001. The latest loaded filing year is 2023. The filing reports 512 participants and $52,163,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kp LLC
- EIN
- 93-0563572
- Plan number
- 001
- Plan type
- 2
- Location
- San Leandro, CA
- Latest filing year
- 2023
- Participants
- 512
- End-of-year plan assets
- $52,163,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 512 | H, C | 20241014125513NAL0026197297001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,163,745
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,163,745
- Net assets (BOY)
- $42,204,652
Income & contributions
- Employer contributions
- $278,371
- Participant contributions
- $1,979,979
- Total contributions
- $2,651,576
- Total income / additions
- $12,862,275
Expenses & distributions
- Benefits paid
- $2,823,295
- Administrative expenses
- $78,547
- Total expenses
- $2,903,182
- Net increase / (decrease)
- $9,959,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Retirement Services | ADVISOR | $45,304 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $33,243 | not reported in the loaded dataset | 2023 |