Plain-English plan 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, Koike Aronson, Inc. Savings Investment Plan is a benefit plan reported by Koike Aronson, Inc. under EIN 16-1246213 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $19,476,699 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,476,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,476,699
- Net assets (BOY)
- $16,979,182
Income & contributions
- Employer contributions
- $346,977
- Participant contributions
- $888,405
- Total contributions
- $1,353,953
- Total income / additions
- $3,879,614
Expenses & distributions
- Benefits paid
- $1,358,584
- Administrative expenses
- $23,513
- Total expenses
- $1,382,097
- Net increase / (decrease)
- $2,497,517