Ktp Advisors Inc 401(K) Plan — Form 5500 plan (Ktp Advisors Inc.)
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, Ktp Advisors Inc 401(K) Plan is a benefit plan reported by Ktp Advisors Inc. under EIN 30-0126585 and plan number 002. The latest loaded filing year is 2023. The filing reports 6 participants and $976,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ktp Advisors Inc.
- EIN
- 30-0126585
- Plan number
- 002
- Plan type
- 2
- Location
- Newport, RI
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $976,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240530080145NAL0006774339001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $976,950
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $976,950
- Net assets (BOY)
- $713,307
Income & contributions
- Employer contributions
- $18,314
- Participant contributions
- $40,305
- Total income / additions
- $263,673
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $30
- Total expenses
- $30
- Net increase / (decrease)
- $263,643
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.