2023 Form 5500 filing — Kwest Group, 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 20241014100514NAL0025886449001) for Kwest Group, LLC 401(K) Plan, reported by K. West Group, LLC under EIN 30-0016317 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100514NAL0025886449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K. West Group, LLC
- EIN
- 30-0016317
- Plan number
- 001
- Location
- Perrysburg, OH
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,210,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,210,530
- Employer contributions
- $911,046
- Participant contributions
- $1,863,338
- Total income / additions
- $5,528,564
- Benefits paid
- $1,815,876
- Administrative expenses
- $80,131
- Total expenses
- $1,896,007
- Net increase / (decrease)
- $3,632,557
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $45,234 | $939 |
| Venture Visionary Partners LLC | NONE | $34,999 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $0 | $5,570 |