2023 Form 5500 filing — Kite Realty Group 401(K) Profit Sharing 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 20240828080729NAL0011915393001) for Kite Realty Group 401(K) Profit Sharing Plan, reported by Krg Management, LLC under EIN 20-1453934 and plan number 001. It reports 377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828080729NAL0011915393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Krg Management, LLC
- EIN
- 20-1453934
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 377
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,824,653
- Total liabilities (EOY)
- $33,705
- Net assets (EOY)
- $39,790,948
- Employer contributions
- $1,206,043
- Participant contributions
- $2,531,809
- Total income / additions
- $9,906,517
- Benefits paid
- $4,496,324
- Administrative expenses
- $161,789
- Total expenses
- $4,658,113
- Net increase / (decrease)
- $5,248,404
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel, Nicolaus & Company, Inc. | ADVISOR | $79,515 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $46,039 | $0 |
| Pnc Institutional Asset Management | ADVISOR | $19,991 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $10,989 | $0 |