2023 Form 5500 filing — K2 Services 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 20250609143636NAL0014346209001) for K2 Services LLC 401(K) Plan, reported by K2 Services LLC under EIN 81-4601531 and plan number 001. It reports 204 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)$23.6MReported net assets$23,597,231
Participants204
Provider compensation$56K3 Schedule C row(s)$55,965
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250609143636NAL0014346209001
Plan sponsor
K2 Services LLC
EIN
81-4601531
Plan number
001
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)$23.6M total assets
Net assets$23.6MLiabilities$0
Money in vs. money out
Total income / additions$7.5M
Total expenses$3.5M
Benefits paid / distributions$3.4M
Contributions
Employer$1.2M
Participant$2.4M
Full reported line items
Total assets (EOY)
$23,597,231
Total liabilities (EOY)
$0
Net assets (EOY)
$23,597,231
Employer contributions
$1,217,696
Participant contributions
$2,394,916
Total income / additions
$7,506,835
Benefits paid
$3,388,309
Administrative expenses
$57,471
Total expenses
$3,477,688
Net increase / (decrease)
$4,029,147
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $27.5K
  2. 2
    RECORDKEEPER · Direct $21K · Indirect $0
  3. 3
    INVESTMENT ADVISOR · Direct $7.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250609143636NAL0014346209001 cover?
It is the 2023 Form 5500 filing for K2 Services LLC 401(K) Plan, reported by K2 Services LLC (EIN 81-4601531).
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