K5 Corporation Retirement Savings Plan — Form 5500 plan (K5 Corporation)
Plain-English plan 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, K5 Corporation Retirement Savings Plan is a benefit plan reported by K5 Corporation under EIN 04-3147908 and plan number 011. The latest loaded filing year is 2023. The filing reports 191 participants and $2,039,933 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K5 Corporation
- EIN
- 04-3147908
- Plan number
- 011
- Plan type
- 2
- Location
- Rockland, MA
- Latest filing year
- 2023
- Participants
- 191
- End-of-year plan assets
- $2,039,933
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 191 | H, C | 20240927093755NAL0001838193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,039,933
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,039,933
- Net assets (BOY)
- $1,352,175
Income & contributions
- Employer contributions
- $485,612
- Participant contributions
- $7,619
- Total contributions
- $493,231
- Total income / additions
- $784,554
Expenses & distributions
- Benefits paid
- $57,012
- Administrative expenses
- $25,654
- Total expenses
- $96,796
- Net increase / (decrease)
- $687,758
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rockland Trust | CONTRACT ADMIN | $11,369 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group Inc | CONTRACT ADMIN | $7,266 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,854 | $0 | 2023 |