The Kolter Group LLC 401(K) Plan — Form 5500 plan (The Kolter Group 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, The Kolter Group LLC 401(K) Plan is a benefit plan reported by The Kolter Group LLC under EIN 27-1556391 and plan number 001. The latest loaded filing year is 2023. The filing reports 697 participants and $46,624,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Kolter Group LLC
- EIN
- 27-1556391
- Plan number
- 001
- Plan type
- 3
- Location
- Delray Beach, FL
- Latest filing year
- 2023
- Participants
- 697
- End-of-year plan assets
- $46,624,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 697 | H, C | 20240731151335NAL0021764161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,624,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,624,804
- Net assets (BOY)
- $35,158,728
Income & contributions
- Employer contributions
- $2,311,059
- Participant contributions
- $5,220,761
- Total contributions
- $7,717,885
- Total income / additions
- $14,745,236
Expenses & distributions
- Benefits paid
- $3,143,758
- Administrative expenses
- $135,402
- Total expenses
- $3,279,160
- Net increase / (decrease)
- $11,466,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial LLC | ADVISOR | $70,203 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $65,199 | $0 | 2023 |