Kite Realty Group 401(K) Profit Sharing Plan — Form 5500 plan (Krg Management, 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, Kite Realty Group 401(K) Profit Sharing Plan is a benefit plan reported by Krg Management, LLC under EIN 20-1453934 and plan number 001. The latest loaded filing year is 2023. The filing reports 377 participants and $39,824,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Krg Management, LLC
- EIN
- 20-1453934
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 377
- End-of-year plan assets
- $39,824,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 377 | H, C | 20240828080729NAL0011915393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,824,653
- Total liabilities (EOY)
- $33,705
- Net assets (EOY)
- $39,790,948
- Net assets (BOY)
- $34,542,544
Income & contributions
- Employer contributions
- $1,206,043
- Participant contributions
- $2,531,809
- Total contributions
- $4,020,990
- Total income / additions
- $9,906,517
Expenses & distributions
- Benefits paid
- $4,496,324
- Administrative expenses
- $161,789
- Total expenses
- $4,658,113
- Net increase / (decrease)
- $5,248,404
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Inc. | ADVISOR | $79,515 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORD-KEEPER | $46,039 | $0 | 2023 |
| Pnc Institutional Asset Management | ADVISOR | $19,991 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $10,989 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Krg Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Stifel, Nicolaus & Company, Inc. — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Pnc Institutional Asset Management — Schedule C compensation
- Newport Trust Company — Schedule C compensation