2023 Form 5500 filing — Kings Community Action Organization, Inc. 401(K) Retirement 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 20240913105651NAL0005913939001) for Kings Community Action Organization, Inc. 401(K) Retirement Plan, reported by Kings Community Action Organization, Inc. under EIN 94-1604455 and plan number 001. It reports 337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913105651NAL0005913939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kings Community Action Organization, Inc.
- EIN
- 94-1604455
- Plan number
- 001
- Location
- Hanford, CA
- Participants
- 337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,839,830
- Total liabilities (EOY)
- $3,803
- Net assets (EOY)
- $11,836,027
- Employer contributions
- $642,743
- Participant contributions
- $600,639
- Total income / additions
- $2,824,776
- Benefits paid
- $714,397
- Administrative expenses
- $90,821
- Total expenses
- $805,218
- Net increase / (decrease)
- $2,019,558
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Corporation | INVESTMENT ADVISOR | $39,492 | $0 |
| Transamerica Life Insurance Company | RECORDKEEPER | $34,010 | $0 |
| Nexus Administrtors, Inc. | RECORDKEEPER | $16,216 | $133 |