Kpg Corp. — Form 5500 plan (Kpg Corp.)

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, Kpg Corp. is a benefit plan reported by Kpg Corp. under EIN 20-1999911 and plan number 001. The latest loaded filing year is 2023. The filing reports 499 participants and $18,932,355 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.9MPlan net assets, end of year$18,932,355
Participants499Covered participants reported
Assets / participant$37.9KComputed: assets ÷ participants$37,941 (computed)
Provider compensation$88.6K2 Schedule C provider row(s)$88,607
Plan sponsor
Kpg Corp.
EIN
20-1999911
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023499H, C20241004130828NAL0006719251001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.9M total assets
Net assets$18.9MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$783.2K
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$18,932,355
Total liabilities (EOY)
$0
Net assets (EOY)
$18,932,355
Net assets (BOY)
$15,240,520

Income & contributions

Employer contributions
$783,209
Participant contributions
$1,689,480
Total contributions
$2,726,095
Total income / additions
$5,573,874

Expenses & distributions

Benefits paid
$1,793,432
Administrative expenses
$88,607
Total expenses
$1,882,039
Net increase / (decrease)
$3,691,835
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$46,874$02023
Shepherd Financial InvestmentADVISOR$41,733not reported in the loaded dataset2023

Related Form 5500 pages