2023 Form 5500 filing — Kpc Global 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 20241122174648NAL0002017217001) for Kpc Global 401(K) Plan, reported by Kpc Global Management, LLC under EIN 26-4469929 and plan number 002. It reports 8,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241122174648NAL0002017217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kpc Global Management, LLC
- EIN
- 26-4469929
- Plan number
- 002
- Location
- Santa Ana, CA
- Participants
- 8,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $268,080,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $268,080,299
- Employer contributions
- $5,528,842
- Participant contributions
- $19,373,033
- Total income / additions
- $62,533,948
- Benefits paid
- $30,023,728
- Administrative expenses
- $613,941
- Total expenses
- $30,944,459
- Net increase / (decrease)
- $31,589,489
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $529,153 | $0 |
| Mma Securities LLC | BROKER/DEALER | $0 | $124,233 |
| Morningstar Investment Management | SERVICE PROVIDER | $40,445 | $0 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $27,344 | $0 |
| Bdo Usa Llp | SERVICE PROVIDER | $17,000 | $0 |