2023 Form 5500 filing — Kodiak Bp 401k Plan
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 20240724131400NAL0020365376001) for Kodiak Bp 401k Plan, reported by Kodiak Gypsum Mountain States LLC under EIN 80-0961989 and plan number 001. It reports 6,170 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724131400NAL0020365376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kodiak Gypsum Mountain States LLC
- EIN
- 80-0961989
- Plan number
- 001
- Location
- Englewood, CO
- Participants
- 6,170
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $150,502,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $150,502,972
- Employer contributions
- $5,004,165
- Participant contributions
- $18,286,539
- Total income / additions
- $47,325,245
- Benefits paid
- $12,535,263
- Administrative expenses
- $419,958
- Total expenses
- $13,153,855
- Net increase / (decrease)
- $34,171,390
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American United Life Insurance Co | NONE | $269,333 | not reported in the loaded dataset |
| Ifam Capital | NONE | $175,000 | not reported in the loaded dataset |