Koops Inc. 401(K) Plan — Form 5500 plan (Koops, Inc.)
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, Koops Inc. 401(K) Plan is a benefit plan reported by Koops, Inc. under EIN 38-3266325 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $17,071,274 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koops, Inc.
- EIN
- 38-3266325
- Plan number
- 001
- Plan type
- 2
- Location
- Holland, MI
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $17,071,274
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20240919073135NAL0005610417001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,071,274
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,071,274
- Net assets (BOY)
- $11,914,722
Income & contributions
- Employer contributions
- $471,269
- Participant contributions
- $1,631,610
- Total contributions
- $2,492,388
- Total income / additions
- $5,705,635
Expenses & distributions
- Benefits paid
- $469,882
- Administrative expenses
- $79,201
- Total expenses
- $549,083
- Net increase / (decrease)
- $5,156,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks | ADVISOR | $35,400 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORD KEEPER | $20,405 | not reported in the loaded dataset | 2023 |
| Beene Garter A Doeren Mayhew Firm | TPA | $12,643 | not reported in the loaded dataset | 2023 |
| Rehmann Robson | AUDITOR | $10,753 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Koops, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Holland, MI
- Cetera Advisor Networks — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Beene Garter A Doeren Mayhew Firm — Schedule C compensation
- Rehmann Robson — Schedule C compensation