2023 Form 5500 filing — Kodiak Investments 401k 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 20251014113431NAL0003808720001) for Kodiak Investments 401k Plan, reported by Kodiak Investment Group,LLC under EIN 46-1391696 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20251014113431NAL0003808720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kodiak Investment Group,LLC
- EIN
- 46-1391696
- Plan number
- 001
- Location
- Enumclaw, WA
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $576,000
- Net assets (EOY)
- $576,000
- Total income / additions
- $599
- Administrative expenses
- $599
- Total expenses
- $599
- Net increase / (decrease)
- $0
- Schedule source
- Schedule I