Kooima Company, LLC 401(K) Plan — Form 5500 plan (Kooima Company, 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, Kooima Company, LLC 401(K) Plan is a benefit plan reported by Kooima Company, LLC under EIN 84-3367778 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $7,111,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kooima Company, LLC
- EIN
- 84-3367778
- Plan number
- 001
- Plan type
- 2
- Location
- Rock Valley, IA
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $7,111,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240920154804NAL0004573027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,111,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,111,002
- Net assets (BOY)
- $5,768,440
Income & contributions
- Employer contributions
- $190,940
- Participant contributions
- $485,209
- Total contributions
- $680,943
- Total income / additions
- $1,709,699
Expenses & distributions
- Benefits paid
- $337,137
- Administrative expenses
- $21,566
- Total expenses
- $367,137
- Net increase / (decrease)
- $1,342,562
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $12,284 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,883 | $0 | 2023 |
| The Finway Group LLC | CONTRACT ADMIN | $4,399 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kooima Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Rock Valley, IA
- Intellicents Investment Solutions I — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- The Finway Group LLC — Schedule C compensation