K Post Company 401k — Form 5500 plan (K Post Company)
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, K Post Company 401k is a benefit plan reported by K Post Company under EIN 27-0073666 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $8,339,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K Post Company
- EIN
- 27-0073666
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $8,339,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20240726111050NAL0015334513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,339,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,339,731
- Net assets (BOY)
- $6,433,712
Income & contributions
- Employer contributions
- $335,734
- Participant contributions
- $591,837
- Total contributions
- $927,571
- Total income / additions
- $2,186,727
Expenses & distributions
- Benefits paid
- $274,450
- Administrative expenses
- $6,258
- Total expenses
- $280,708
- Net increase / (decrease)
- $1,906,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prospera Financial Services Inc | BROKER/ADVISER | $0 | $21,181 | 2023 |
| The Retirement Advantage, Inc | CONTRACT ADMIN | $2,225 | $7,191 | 2023 |
| Empower Annuity Ins Co Of America | RECORD KEEPER | $3,235 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $198 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for K Post Company
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Prospera Financial Services Inc — Schedule C compensation
- The Retirement Advantage, Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation