2023 Form 5500 filing — The Harry A Koch Co. 401(K) 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 20240925090400NAL0005330579001) for The Harry A Koch Co. 401(K) Plan, reported by First Insurance Group, LLC under EIN 71-0974968 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925090400NAL0005330579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First Insurance Group, LLC
- EIN
- 71-0974968
- Plan number
- 001
- Location
- Omaha, NE
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,105,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,105,311
- Employer contributions
- $449,907
- Participant contributions
- $1,535,836
- Total income / additions
- $5,541,939
- Benefits paid
- $1,907,699
- Administrative expenses
- $56,897
- Total expenses
- $1,964,596
- Net increase / (decrease)
- $3,577,343
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prime Capital Investment | NONE | $36,357 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $20,540 | $45 |