Kargo Global LLC Retirement Savings Plan — Form 5500 plan (Kargo Global LLC)
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, Kargo Global LLC Retirement Savings Plan is a benefit plan reported by Kargo Global LLC under EIN 54-2091498 and plan number 001. The latest loaded filing year is 2023. The filing reports 406 participants and $22,267,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kargo Global LLC
- EIN
- 54-2091498
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 406
- End-of-year plan assets
- $22,267,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 406 | H, C | 20241007155112NAL0007744627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,267,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,267,465
- Net assets (BOY)
- $15,658,036
Income & contributions
- Employer contributions
- $1,182,024
- Participant contributions
- $2,788,734
- Total contributions
- $4,214,241
- Total income / additions
- $7,572,034
Expenses & distributions
- Benefits paid
- $1,403,862
- Administrative expenses
- $68,678
- Total expenses
- $1,475,023
- Net increase / (decrease)
- $6,097,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $41,150 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp | INVESTMENT MGMT | $27,528 | not reported in the loaded dataset | 2023 |