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, Koller Enterprises 401(K) Plan is a benefit plan reported by Koller Enterprises, Inc. under EIN 43-0608772 and plan number 002. The latest loaded filing year is 2023. The filing reports 310 participants and $21,208,779 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,208,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,208,779
- Net assets (BOY)
- $17,612,346
Income & contributions
- Employer contributions
- $521,712
- Participant contributions
- $1,232,288
- Total contributions
- $1,754,000
- Total income / additions
- $4,978,582
Expenses & distributions
- Benefits paid
- $1,308,786
- Administrative expenses
- $75,071
- Total expenses
- $1,382,149
- Net increase / (decrease)
- $3,596,433