Kt Enterprises, Inc. 401(K) Plan — Form 5500 plan (Kt Enterprises, 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, Kt Enterprises, Inc. 401(K) Plan is a benefit plan reported by Kt Enterprises, Inc. under EIN 54-1086441 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $19,093,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kt Enterprises, Inc.
- EIN
- 54-1086441
- Plan number
- 001
- Plan type
- 3
- Location
- Bristow, VA
- Latest filing year
- 2023
- Participants
- 349
- End-of-year plan assets
- $19,093,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 349 | H, C | 20241014133126NAL0013353859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,093,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,093,063
- Net assets (BOY)
- $16,299,033
Income & contributions
- Employer contributions
- $495,494
- Participant contributions
- $1,016,169
- Total contributions
- $1,511,663
- Total income / additions
- $3,824,317
Expenses & distributions
- Benefits paid
- $920,721
- Administrative expenses
- $109,566
- Total expenses
- $1,030,287
- Net increase / (decrease)
- $2,794,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $103,039 | $0 | 2023 |
| Retirment Planners And Adminstrator | CONTRACT ADMINISTRATOR | $6,527 | $18,566 | 2023 |
| Truist Advisory Services Inc | INVESTMENT ADVISORY | $0 | $22,896 | 2023 |
| Thompson Greenspon Cpa & Advisors | ACCOUNTANT | $0 | $17,000 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kt Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Bristow, VA
- Principal Life Insurance Company — Schedule C compensation
- Retirment Planners And Adminstrator — Schedule C compensation
- Truist Advisory Services Inc — Schedule C compensation
- Thompson Greenspon Cpa & Advisors — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation