Kodiak Investments 401k Plan — Form 5500 plan (Kodiak Investment Group,LLC)
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, Kodiak Investments 401k Plan is a benefit plan reported by Kodiak Investment Group,LLC under EIN 46-1391696 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $576,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kodiak Investment Group,LLC
- EIN
- 46-1391696
- Plan number
- 001
- Plan type
- 2
- Location
- Enumclaw, WA
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $576,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20251014113431NAL0003808720001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $576,000
- Net assets (EOY)
- $576,000
- Net assets (BOY)
- $576,000
Income & contributions
- Total income / additions
- $599
Expenses & distributions
- Administrative expenses
- $599
- Total expenses
- $599
- Net increase / (decrease)
- $0
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.