Kwest Group, LLC 401(K) Plan — Form 5500 plan (K. West 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, Kwest Group, LLC 401(K) Plan is a benefit plan reported by K. West Group, LLC under EIN 30-0016317 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $19,210,530 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
K. West Group, LLC
EIN
30-0016317
Plan number
001
Plan type
2
Location
Perrysburg, OH
Latest filing year
2023
Participants
314
End-of-year plan assets
$19,210,530

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023314H, C20241014100514NAL0025886449001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,210,530
Total liabilities (EOY)
$0
Net assets (EOY)
$19,210,530
Net assets (BOY)
$15,577,973

Income & contributions

Employer contributions
$911,046
Participant contributions
$1,863,338
Total contributions
$2,884,901
Total income / additions
$5,528,564

Expenses & distributions

Benefits paid
$1,815,876
Administrative expenses
$80,131
Total expenses
$1,896,007
Net increase / (decrease)
$3,632,557

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$45,234$9392023
Venture Visionary Partners LLCNONE$34,999not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$5,5702023

Related Form 5500 pages