Plan5500

Kobie Marketing, Inc. 401(K) Plan — Form 5500 plan (Kobie Marketing, 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, Kobie Marketing, Inc. 401(K) Plan is a benefit plan reported by Kobie Marketing, Inc. under EIN 59-3099468 and plan number 001. The latest loaded filing year is 2023. The filing reports 404 participants and $17,705,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kobie Marketing, Inc.
EIN
59-3099468
Plan number
001
Plan type
2
Location
St. Petersburg, FL
Latest filing year
2023
Participants
404
End-of-year plan assets
$17,705,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023404H, C20241014142723NAL0015103491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,705,290
Total liabilities (EOY)
$0
Net assets (EOY)
$17,705,290
Net assets (BOY)
$14,404,156

Income & contributions

Employer contributions
$298,900
Participant contributions
$1,936,237
Total contributions
$2,364,664
Total income / additions
$5,096,892

Expenses & distributions

Benefits paid
$1,692,747
Administrative expenses
$103,011
Total expenses
$1,795,758
Net increase / (decrease)
$3,301,134

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Triad Advisors IncINVESTMENT ADVISOR$55,269not reported in the loaded dataset2023

Related Form 5500 pages