Kin And Carta 401(K) Plan — Form 5500 plan (Solstice Consulting, LLC Dba Kin And Carta)
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, Kin And Carta 401(K) Plan is a benefit plan reported by Solstice Consulting, LLC Dba Kin And Carta under EIN 36-4481735 and plan number 001. The latest loaded filing year is 2023. The filing reports 967 participants and $48,088,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Solstice Consulting, LLC Dba Kin And Carta
- EIN
- 36-4481735
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 967
- End-of-year plan assets
- $48,088,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 967 | H, C | 20240731094639NAL0021297089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,088,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,088,355
- Net assets (BOY)
- $35,408,711
Income & contributions
- Employer contributions
- $2,813,371
- Participant contributions
- $6,240,562
- Total contributions
- $10,560,306
- Total income / additions
- $17,869,093
Expenses & distributions
- Benefits paid
- $7,009,091
- Administrative expenses
- $203,499
- Total expenses
- $7,219,411
- Net increase / (decrease)
- $10,649,682
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer (Us) Inc Mercer Investments | OTHER | $137,250 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $57,800 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,449 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Solstice Consulting, LLC Dba Kin And Carta
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Mercer (Us) Inc Mercer Investments — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation