Kestra Medical Technologies, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kestra Medical Technologies, 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, Kestra Medical Technologies, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kestra Medical Technologies, Inc under EIN 38-3940333 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $15,938,969 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kestra Medical Technologies, Inc
EIN
38-3940333
Plan number
001
Plan type
2
Location
Kirkland, WA
Latest filing year
2023
Participants
220
End-of-year plan assets
$15,938,969

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241015073510NAL0028940161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,938,969
Total liabilities (EOY)
$0
Net assets (EOY)
$15,938,969
Net assets (BOY)
$9,228,378

Income & contributions

Employer contributions
$1,271,350
Participant contributions
$3,414,021
Total contributions
$4,858,451
Total income / additions
$7,029,955

Expenses & distributions

Benefits paid
$290,611
Administrative expenses
$26,014
Total expenses
$319,364
Net increase / (decrease)
$6,710,591

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
ScsINVESTMENT/FINANCIAL ADVI$23,069$02023
Adp, Inc.RECORD KEEPER$2,945$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages