Kpi Concepts, LLC 401(K) Plan — Form 5500 plan (Kpi Concepts, 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, Kpi Concepts, LLC 401(K) Plan is a benefit plan reported by Kpi Concepts, LLC under EIN 83-0710883 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $5,639,208 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kpi Concepts, LLC
EIN
83-0710883
Plan number
001
Plan type
2
Location
West Burlington, IA
Latest filing year
2023
Participants
160
End-of-year plan assets
$5,639,208

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241011075123NAL0022373281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,639,208
Total liabilities (EOY)
$0
Net assets (EOY)
$5,639,208
Net assets (BOY)
$4,034,461

Income & contributions

Employer contributions
$138,434
Participant contributions
$273,877
Total contributions
$1,123,221
Total income / additions
$2,077,167

Expenses & distributions

Benefits paid
$439,419
Administrative expenses
$18,065
Total expenses
$472,420
Net increase / (decrease)
$1,604,747

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Iron Horse Wealth MgmtADVISOR$10,542$02023
The Vanguard Group, Inc.RECORDKEEPER$10,299$02023

Related Form 5500 pages