K2share, LLC 401(K) Plan — Form 5500 plan (K2share, 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, K2share, LLC 401(K) Plan is a benefit plan reported by K2share, LLC under EIN 74-2968368 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $12,999,566 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
K2share, LLC
EIN
74-2968368
Plan number
001
Plan type
2
Location
College Station, TX
Latest filing year
2023
Participants
125
End-of-year plan assets
$12,999,566

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241004112834NAL0012149985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,999,566
Total liabilities (EOY)
$0
Net assets (EOY)
$12,999,566
Net assets (BOY)
$9,397,553

Income & contributions

Employer contributions
$494,060
Participant contributions
$1,050,480
Total contributions
$1,608,731
Total income / additions
$3,879,773

Expenses & distributions

Benefits paid
$276,808
Administrative expenses
$952
Total expenses
$277,760
Net increase / (decrease)
$3,602,013

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$832$02023

Related Form 5500 pages