Kyra Solutions, Inc. 401(K) Plan And Trust — Form 5500 plan (Kyra Solutions, 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, Kyra Solutions, Inc. 401(K) Plan And Trust is a benefit plan reported by Kyra Solutions, Inc. under EIN 59-3438373 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $11,952,900 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12MPlan net assets, end of year$11,952,900
Participants133Covered participants reported
Assets / participant$89.9KComputed: assets ÷ participants$89,871 (computed)
Provider compensation$23.9K2 Schedule C provider row(s)$23,900
- Plan sponsor
- Kyra Solutions, Inc.
- EIN
- 59-3438373
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeland, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20240930120041NAL0005506945001 |
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)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $11,952,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,952,900
- Net assets (BOY)
- $9,035,270
Income & contributions
- Employer contributions
- $429,835
- Participant contributions
- $825,343
- Total contributions
- $1,343,038
- Total income / additions
- $3,020,971
Expenses & distributions
- Benefits paid
- $101,831
- Administrative expenses
- $1,510
- Total expenses
- $103,341
- Net increase / (decrease)
- $2,917,630
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income3%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | SERVICE PROVIDER | $0 | $15,737 | 2023 |
| Kingswood Capital Partners, LLC | SERVICE PROVIDER | $0 | $8,163 | 2023 |