Kadiant, LLC — 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, Kadiant, LLC (EIN 83-3935694) is a plan sponsor located in Lakewood, NJ with 1 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
83-3935694
Location
Lakewood, NJ
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,983,794
Total reported net assets (EOY)
$7,983,794

Contributions & income

Employer contributions
$29,753
Participant contributions
$1,021,314
Total income / additions
$2,672,106

Expenses & distributions

Benefits paid / distributions
$2,902,470
Total expenses
$3,025,689
Net increase / (decrease)
-$353,583

Coverage

Total reported participants
1,455
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

Kadiant, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Living Your Best Retirement Life 401(K) Plan0011,455$7,983,7942023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kadiant, LLC
YearPlanParticipantsSchedulesFiling
2023Living Your Best Retirement Life 401(K) Plan1,455H, C20241011085835NAL0022453729001

Related Form 5500 pages