2023 Form 5500 filing — Kris Oaks Construction Inc 401(K) Profit Sharing Plan & Trust
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 20240930121836NAL0009368160001) for Kris Oaks Construction Inc 401(K) Profit Sharing Plan & Trust, reported by Kris Oaks Construction Inc under EIN 84-1665514 and plan number 001. It reports 231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930121836NAL0009368160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kris Oaks Construction Inc
- EIN
- 84-1665514
- Plan number
- 001
- Location
- Spencerport, NY
- Participants
- 231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,536,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,536,129
- Employer contributions
- $205,106
- Participant contributions
- $468,691
- Total income / additions
- $1,210,763
- Benefits paid
- $363,451
- Administrative expenses
- $30,223
- Total expenses
- $395,463
- Net increase / (decrease)
- $815,300
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $15,240 | not reported in the loaded dataset |
| The Waterford Group | ADVISOR | $9,762 | not reported in the loaded dataset |
| 401k Generation | CONTRACT ADMINISTRATOR | $7,696 | not reported in the loaded dataset |