Kw International Inc Retirement Plan — Form 5500 plan (Kw International 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, Kw International Inc Retirement Plan is a benefit plan reported by Kw International Inc under EIN 95-4619785 and plan number 001. The latest loaded filing year is 2023. The filing reports 575 participants and $4,875,672 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kw International Inc
- EIN
- 95-4619785
- Plan number
- 001
- Plan type
- 2
- Location
- Carson, CA
- Latest filing year
- 2023
- Participants
- 575
- End-of-year plan assets
- $4,875,672
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 575 | H, C | 20241011092231NAL0022475985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,875,672
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,875,672
- Net assets (BOY)
- $2,111,940
Income & contributions
- Employer contributions
- $946,880
- Participant contributions
- $1,712,525
- Total contributions
- $2,659,405
- Total income / additions
- $3,163,659
Expenses & distributions
- Benefits paid
- $381,955
- Administrative expenses
- $15,276
- Total expenses
- $399,927
- Net increase / (decrease)
- $2,763,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $15,276 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Mml Investors | ADVISOR | $0 | $0 | 2023 |