2023 Form 5500 filing — Akuna Capital LLC 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 20241010082854NAL0019801745001) for Akuna Capital LLC 401(K) Plan, reported by Akuna Capital LLC under EIN 27-4213219 and plan number 002. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010082854NAL0019801745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Akuna Capital LLC
- EIN
- 27-4213219
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,396,968
- Net assets (EOY)
- $30,396,968
- Employer contributions
- $928,280
- Participant contributions
- $5,988,178
- Total income / additions
- $12,166,678
- Benefits paid
- $3,842,235
- Administrative expenses
- $82,225
- Total expenses
- $3,924,460
- Net increase / (decrease)
- $8,242,218
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors | FINANCIAL ADVISOR | $61,769 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $27,631 | not reported in the loaded dataset |
| Administrative Retirement Services | THIRD-PARTY ADMINISTRATO | $6,480 | not reported in the loaded dataset |