Kompan, Inc. 401(K) Plan — Form 5500 plan (Kompan, 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, Kompan, Inc. 401(K) Plan is a benefit plan reported by Kompan, Inc. under EIN 91-0819688 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $6,729,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kompan, Inc.
EIN
91-0819688
Plan number
002
Plan type
2
Location
Austin, TX
Latest filing year
2023
Participants
157
End-of-year plan assets
$6,729,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20250630131131NAL0006617075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,729,245
Total liabilities (EOY)
$0
Net assets (EOY)
$6,729,245
Net assets (BOY)
$4,824,611

Income & contributions

Employer contributions
$381,648
Participant contributions
$961,532
Total contributions
$1,372,806
Total income / additions
$2,413,706

Expenses & distributions

Benefits paid
$501,191
Administrative expenses
$7,881
Total expenses
$509,072
Net increase / (decrease)
$1,904,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorpRECORDKEEPER$7,844not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$37$02023

Related Form 5500 pages