Plan5500

Kestra Financial, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kestra Financial, Inc. (EIN 47-1566880) is a plan sponsor located in Austin, TX with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-1566880
Location
Austin, TX
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kestra Financial, Inc.

  • 2 loaded plans hold $67M in reported assets.
  • The largest, Kestra Financial, Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,792 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$67MSummed across loaded plans$67,025,007
Total reported assets$67M$67,025,007
Total reported participants1.8K1,792
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$67M total assets
Net assets$67MLiabilities—
Contributions & income
Employer contributions$2.3M
Participant contributions$7.9M
Total income / additions$22M
Expenses & distributions
Benefits paid / distributions$6.3M
Total expenses$6.4M
Net increase / (decrease)$15.6M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kestra Financial, Inc. 401(K) Plan
Participants per plan896Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kestra Financial, Inc. 401(K) Plan$67M
    Plan #001 · 961 participants · 2023
  2. 2
    Kestra Financial Health And Benefit Plannot reported in the loaded dataset
    Plan #501 · 831 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kestra Financial, Inc.. Open one for its full reported snapshot.

  1. 2023
    Kestra Financial Health And Benefit Plan831 participants · 2No schedules
    View filing →
  2. 2023
    Kestra Financial, Inc. 401(K) Plan961 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kestra Financial, Inc. report on Form 5500?
Kestra Financial, Inc. (EIN 47-1566880) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kestra Financial, Inc.?
The Employer Identification Number (EIN) reported for Kestra Financial, Inc. is 47-1566880.
What is the latest Form 5500 filing year for Kestra Financial, Inc.?
The latest loaded Form 5500 filing year for Kestra Financial, Inc. is 2023.

Related Form 5500 pages