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, K2 Insurance Services, LLC 401(K) Retirement Plan is a benefit plan reported by K2 Insurance Services, LLC under EIN 37-1643563 and plan number 003. The latest loaded filing year is 2023. The filing reports 413 participants and $26,345,384 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,345,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,345,384
- Net assets (BOY)
- $18,369,706
Income & contributions
- Employer contributions
- $1,693,756
- Participant contributions
- $3,483,730
- Total contributions
- $6,009,974
- Total income / additions
- $9,233,315
Expenses & distributions
- Benefits paid
- $1,232,307
- Administrative expenses
- $25,330
- Total expenses
- $1,257,637
- Net increase / (decrease)
- $7,975,678