2023 Form 5500 filing — Koehler Instrument Co., 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 20241014133517NAL0015012435001) for Koehler Instrument Co., Inc. 401(K) Retirement Plan, reported by Koehler Instrument Company, Inc. under EIN 11-1672633 and plan number 004. It reports 47 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241014133517NAL0015012435001
Filing year
2023
Form type
2
Plan sponsor
Koehler Instrument Company, Inc.
EIN
11-1672633
Plan number
004
Location
Bohemia, NY
Participants
47
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,901,329
Total liabilities (EOY)
$0
Net assets (EOY)
$11,901,329
Employer contributions
$241,327
Participant contributions
$488,972
Total income / additions
$2,396,164
Benefits paid
$356,393
Administrative expenses
$25,980
Total expenses
$382,373
Net increase / (decrease)
$2,013,791
Schedule source
Schedule I

Related Form 5500 pages