Kovach Enclosure Systems, LLC 401(K) — Form 5500 plan (Kovach Enclosure Systems, 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, Kovach Enclosure Systems, LLC 401(K) is a benefit plan reported by Kovach Enclosure Systems, LLC under EIN 84-2978354 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $12,059,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kovach Enclosure Systems, LLC
- EIN
- 84-2978354
- Plan number
- 001
- Plan type
- 2
- Location
- Chandler, AZ
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $12,059,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20240912105121NAL0018722898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,059,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,059,140
- Net assets (BOY)
- $10,648,487
Income & contributions
- Employer contributions
- $704,057
- Participant contributions
- $845,266
- Total contributions
- $1,564,583
- Total income / additions
- $3,413,761
Expenses & distributions
- Benefits paid
- $1,929,432
- Administrative expenses
- $63,507
- Total expenses
- $2,003,108
- Net increase / (decrease)
- $1,410,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,357 | $0 | 2023 |
| Resources Investment Advisors LLC | ADVISOR | $26,400 | not reported in the loaded dataset | 2023 |
| Metz & Associates Pllc | ACCOUNTANT/AUDITOR | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kovach Enclosure Systems, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Chandler, AZ
- Fidelity Investments Institutional — Schedule C compensation
- Resources Investment Advisors LLC — Schedule C compensation
- Metz & Associates Pllc — Schedule C compensation