2023 Form 5500 filing — Kyra Solutions, Inc. 401(K) Plan And Trust
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 20240930120041NAL0005506945001) for Kyra Solutions, Inc. 401(K) Plan And Trust, reported by Kyra Solutions, Inc. under EIN 59-3438373 and plan number 001. It reports 133 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)$12MReported net assets$11,952,900
Participants133
Provider compensation$23.9K2 Schedule C row(s)$23,900
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240930120041NAL0005506945001
- Plan sponsor
- Kyra Solutions, Inc.
- EIN
- 59-3438373
- Plan number
- 001
- Location
- Lakeland, FL
- Received date
- not reported in the loaded dataset
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)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,952,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,952,900
- Employer contributions
- $429,835
- Participant contributions
- $825,343
- Total income / additions
- $3,020,971
- Benefits paid
- $101,831
- Administrative expenses
- $1,510
- Total expenses
- $103,341
- Net increase / (decrease)
- $2,917,630
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kingswood Wealth Advisors, LLC | SERVICE PROVIDER | $0 | $15,737 |
| Kingswood Capital Partners, LLC | SERVICE PROVIDER | $0 | $8,163 |