2023 Form 5500 filing — K Solv 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 20241015143222NAL0029988433001) for K Solv 401(K) Plan, reported by K-Solv, Lp under EIN 41-2074808 and plan number 001. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143222NAL0029988433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K-Solv, Lp
- EIN
- 41-2074808
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,909,668
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,909,668
- Employer contributions
- $1,021,469
- Participant contributions
- $1,694,382
- Total income / additions
- $6,319,076
- Benefits paid
- $3,939,268
- Administrative expenses
- $89,140
- Total expenses
- $4,033,629
- Net increase / (decrease)
- $2,285,447
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $48,573 | $0 |
| Truist Advisory Services Inc | ADVISOR | $35,291 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,277 | not reported in the loaded dataset |