Kris Oaks Construction Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Kris Oaks Construction 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, Kris Oaks Construction Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Kris Oaks Construction Inc under EIN 84-1665514 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $2,536,129 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kris Oaks Construction Inc
- EIN
- 84-1665514
- Plan number
- 001
- Plan type
- 2
- Location
- Spencerport, NY
- Latest filing year
- 2023
- Participants
- 231
- End-of-year plan assets
- $2,536,129
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 231 | H, C | 20240930121836NAL0009368160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,536,129
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,536,129
- Net assets (BOY)
- $1,720,829
Income & contributions
- Employer contributions
- $205,106
- Participant contributions
- $468,691
- Total contributions
- $805,489
- Total income / additions
- $1,210,763
Expenses & distributions
- Benefits paid
- $363,451
- Administrative expenses
- $30,223
- Total expenses
- $395,463
- Net increase / (decrease)
- $815,300
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $15,240 | not reported in the loaded dataset | 2023 |
| The Waterford Group | ADVISOR | $9,762 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $7,696 | not reported in the loaded dataset | 2023 |