2023 Form 5500 filing — K2 Integrity 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722064626NAL0005641827001) for K2 Integrity 401(K) Plan, reported by K2 Intelligence, LLC under EIN 27-3778991 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24MReported net assets$24,002,147
Participants357
Provider compensation$63.5K2 Schedule C row(s)$63,477
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722064626NAL0005641827001
Plan sponsor
K2 Intelligence, LLC
EIN
27-3778991
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24M total assets
Net assets$24MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$827.1K
Participant$2.3M
Full reported line items
Total assets (EOY)
$24,002,147
Total liabilities (EOY)
$0
Net assets (EOY)
$24,002,147
Employer contributions
$827,076
Participant contributions
$2,293,823
Total income / additions
$7,094,482
Benefits paid
$3,508,441
Administrative expenses
$63,476
Total expenses
$3,574,922
Net increase / (decrease)
$3,519,560
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $51.8K
  2. 2
    PLAN ADMINISTRATOR · Direct $11.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722064626NAL0005641827001 cover?
It is the 2023 Form 5500 filing for K2 Integrity 401(K) Plan, reported by K2 Intelligence, LLC (EIN 27-3778991).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages