Kpa Services, LLC 401(K) Plan — Form 5500 plan (Kpa Services, LLC)

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, Kpa Services, LLC 401(K) Plan is a benefit plan reported by Kpa Services, LLC under EIN 20-1147668 and plan number 001. The latest loaded filing year is 2023. The filing reports 452 participants and $29,417,698 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kpa Services, LLC
EIN
20-1147668
Plan number
001
Plan type
2
Location
Westminster, CO
Latest filing year
2023
Participants
452
End-of-year plan assets
$29,417,698

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023452H, C20241011145650NAL0022993809001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,417,698
Total liabilities (EOY)
$0
Net assets (EOY)
$29,417,698
Net assets (BOY)
$23,843,342

Income & contributions

Employer contributions
$1,358,126
Participant contributions
$2,632,371
Total contributions
$3,990,497
Total income / additions
$7,930,331

Expenses & distributions

Benefits paid
$2,201,648
Administrative expenses
$154,327
Total expenses
$2,355,975
Net increase / (decrease)
$5,574,356

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning.NONE$139,809not reported in the loaded dataset2023
Newport Group, Inc.NONE$14,518$02023

Related Form 5500 pages