2023 Form 5500 filing — Harris Kocher Engineering Group, Inc. 401(K)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710165631NAL0023406960001) for Harris Kocher Engineering Group, Inc. 401(K), reported by Harris Kocher Engineering Group,Inc under EIN 42-1563402 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710165631NAL0023406960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Harris Kocher Engineering Group,Inc
- EIN
- 42-1563402
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,070,151
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,070,151
- Employer contributions
- $204,100
- Participant contributions
- $749,769
- Total income / additions
- $1,683,796
- Benefits paid
- $243,042
- Administrative expenses
- $35,278
- Total expenses
- $303,538
- Net increase / (decrease)
- $1,380,258
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $30,525 | $0 |
| Aveo Capital | SERVICE PROVIDER | $0 | $17,538 |