2023 Form 5500 filing — Kbra Holdings, LLC 401(K) Profit Sharing Plan 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 20241015081937NAL0014238515001) for Kbra Holdings, LLC 401(K) Profit Sharing Plan Trust, reported by Kbra Holdings, LLC under EIN 27-2484015 and plan number 001. It reports 617 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)$57.9MReported net assets$57,944,902
Participants617
Provider compensation$50.4K1 Schedule C row(s)$50,385
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015081937NAL0014238515001
Plan sponsor
Kbra Holdings, LLC
EIN
27-2484015
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)$57.9M total assets
Net assets$57.9MLiabilities$0
Money in vs. money out
Total income / additions$19.4M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$4.1M
Participant$6.4M
Full reported line items
Total assets (EOY)
$57,944,902
Total liabilities (EOY)
$0
Net assets (EOY)
$57,944,902
Employer contributions
$4,140,225
Participant contributions
$6,353,192
Total income / additions
$19,391,453
Benefits paid
$2,623,847
Administrative expenses
$50,385
Total expenses
$2,674,232
Net increase / (decrease)
$16,717,221
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $50.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015081937NAL0014238515001 cover?
It is the 2023 Form 5500 filing for Kbra Holdings, LLC 401(K) Profit Sharing Plan Trust, reported by Kbra Holdings, LLC (EIN 27-2484015).
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