Plan5500

Kutak Rock Llp 401(K) Profit Sharing Plan — Form 5500 plan (Kutak Rock Llp)

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, Kutak Rock Llp 401(K) Profit Sharing Plan is a benefit plan reported by Kutak Rock Llp under EIN 47-0597598 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,238 participants and $462,857,876 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$462.9MPlan net assets, end of year$462,857,876
Participants1.2KCovered participants reported1,238
Assets / participant$373.9KComputed: assets ÷ participants$373,876 (computed)
Provider compensation$198.5K7 Schedule C provider row(s)$198,525
Plan sponsor
Kutak Rock Llp
EIN
47-0597598
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,238 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$462.9M total assets
Net assets$462.9MLiabilities$0
Money in vs. money out
Total income / additions$93M
Total expenses$20.1M
Benefits paid / distributions$19.9M
Contributions
Employer$14.8M
Participant$10.9M
Full reported line items

Net assets

Total assets (EOY)
$462,857,876
Total liabilities (EOY)
$0
Net assets (EOY)
$462,857,876
Net assets (BOY)
$389,925,532

Income & contributions

Employer contributions
$14,842,851
Participant contributions
$10,885,601
Total contributions
$26,871,924
Total income / additions
$93,040,530

Expenses & distributions

Benefits paid
$19,888,256
Administrative expenses
$219,930
Total expenses
$20,108,186
Net increase / (decrease)
$72,932,344
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 58%Participant 42%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income21%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Voya Instituional Plan Services, Ll$91K
    RECORDKEEPER · Direct $91K · Indirect $0
  2. 2
    Captrust$35.9K
    NONE · Direct $35.9K
  3. 3
    Bridges Investment Mgmt Inc$32.5K
    NONE · Direct $32.5K
  4. 4
    Pflug Koory LLC$13.7K
    NONE · Direct $13.7K
  5. 5
    Voya Retirement Advisors, LLC$13.5K
    INVESTMENT ADVISOR · Direct $13.5K
  6. 6
    Darkhorse Advisor$6.8K
    NONE · Direct $6.8K
  7. 7
    Advisersource.Com LLC$5.1K
    NONE · Direct $5.1K

What to inspect next

Frequently asked questions

Who sponsors the Kutak Rock Llp 401(K) Profit Sharing Plan?
Kutak Rock Llp 401(K) Profit Sharing Plan is reported as sponsored by Kutak Rock Llp (EIN 47-0597598, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Kutak Rock Llp 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Kutak Rock Llp 401(K) Profit Sharing Plan is 2023.
How many participants does Kutak Rock Llp 401(K) Profit Sharing Plan report?
Kutak Rock Llp 401(K) Profit Sharing Plan reports 1,238 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Kutak Rock Llp 401(K) Profit Sharing Plan?
Kutak Rock Llp 401(K) Profit Sharing Plan reports $462,857,876 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages