2023 Form 5500 filing — Kokosing Construction Company, Inc. Union 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 20241007091641NAL0027128208001) for Kokosing Construction Company, Inc. Union 401 (K) Plan, reported by Kokosing Construction Company, Inc. under EIN 31-1023518 and plan number 005. It reports 1,377 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007091641NAL0027128208001
Filing year
2023
Form type
3
Plan sponsor
Kokosing Construction Company, Inc.
EIN
31-1023518
Plan number
005
Location
Fredericktown, OH
Participants
1,377
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,032,026
Total liabilities (EOY)
$19,185
Net assets (EOY)
$16,012,841
Participant contributions
$1,009,476
Total income / additions
$3,246,031
Benefits paid
$844,108
Administrative expenses
$25,791
Total expenses
$869,899
Net increase / (decrease)
$2,376,132
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Schwab Retirement Plan ServicesNONE$18,843not reported in the loaded dataset
Highland Consulting AssociatesNONE$5,500not reported in the loaded dataset

Related Form 5500 pages