Kitware 401k Plan — Form 5500 plan (Kitware Inc)
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, Kitware 401k Plan is a benefit plan reported by Kitware Inc under EIN 14-1802694 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $46,511,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kitware Inc
- EIN
- 14-1802694
- Plan number
- 001
- Plan type
- 2
- Location
- Clifton Park, NY
- Latest filing year
- 2023
- Participants
- 248
- End-of-year plan assets
- $46,511,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 248 | H, C | 20240729092751NAL0010905315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,511,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,511,677
- Net assets (BOY)
- $35,019,208
Income & contributions
- Employer contributions
- $1,203,753
- Participant contributions
- $2,594,972
- Total contributions
- $3,849,156
- Total income / additions
- $12,631,928
Expenses & distributions
- Benefits paid
- $1,130,382
- Administrative expenses
- $9,077
- Total expenses
- $1,139,459
- Net increase / (decrease)
- $11,492,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $7,952 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,200 | $0 | 2023 |