2023 Form 5500 filing — Kivvit Retirement 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 20241015112101NAL0047548800001) for Kivvit Retirement Plan, reported by Kivvit, LLC under EIN 61-1417875 and plan number 004. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,205,247
Participants189
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241015112101NAL0047548800001
Plan sponsor
Kivvit, LLC
EIN
61-1417875
Plan number
004
Location
Chicago, IL
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)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$9.2M
Benefits paid / distributions$9.1M
Contributions
Employer$55.4K
Participant$452.5K
Full reported line items
Total assets (EOY)
$4,205,247
Total liabilities (EOY)
$0
Net assets (EOY)
$4,205,247
Employer contributions
$55,449
Participant contributions
$452,503
Total income / additions
$2,246,899
Benefits paid
$9,064,991
Administrative expenses
$70,183
Total expenses
$9,163,075
Net increase / (decrease)
-$6,916,176

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015112101NAL0047548800001 cover?
It is the 2023 Form 5500 filing for Kivvit Retirement Plan, reported by Kivvit, LLC (EIN 61-1417875).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages