Kinetic Advantage, 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, Kinetic Advantage, LLC (EIN 85-1409684) is a plan sponsor located in Carmel, IN 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
85-1409684
Location
Carmel, IN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,467,919
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,467,919

Contributions & income

Employer contributions
$573,747
Participant contributions
$1,132,226
Total income / additions
$2,617,771

Expenses & distributions

Benefits paid / distributions
$545,893
Total expenses
$573,779
Net increase / (decrease)
$2,043,992

Coverage

Total reported participants
520
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

Kinetic Advantage, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kinetic Advantage 401(K) Plan001271$5,467,9192023
Kinetic Advantage, LLC Health And Welfare Plan501249not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kinetic Advantage, LLC
YearPlanParticipantsSchedulesFiling
2023Kinetic Advantage 401(K) Plan271H, C20241015090451NAL0029085073001
2023Kinetic Advantage, LLC Health And Welfare Plan24920250605122138NAL0009151027001

Related Form 5500 pages