Kings Community Action Organization, Inc. 401(K) Retirement Plan — Form 5500 plan (Kings Community Action Organization, 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, Kings Community Action Organization, Inc. 401(K) Retirement Plan is a benefit plan reported by Kings Community Action Organization, Inc. under EIN 94-1604455 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $11,839,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kings Community Action Organization, Inc.
- EIN
- 94-1604455
- Plan number
- 001
- Plan type
- 2
- Location
- Hanford, CA
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $11,839,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20240913105651NAL0005913939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,839,830
- Total liabilities (EOY)
- $3,803
- Net assets (EOY)
- $11,836,027
- Net assets (BOY)
- $9,816,469
Income & contributions
- Employer contributions
- $642,743
- Participant contributions
- $600,639
- Total contributions
- $1,246,103
- Total income / additions
- $2,824,776
Expenses & distributions
- Benefits paid
- $714,397
- Administrative expenses
- $90,821
- Total expenses
- $805,218
- Net increase / (decrease)
- $2,019,558
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corporation | INVESTMENT ADVISOR | $39,492 | $0 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $34,010 | $0 | 2023 |
| Nexus Administrtors, Inc. | RECORDKEEPER | $16,216 | $133 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kings Community Action Organization, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Hanford, CA
- Lpl Financial Corporation — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Nexus Administrtors, Inc. — Schedule C compensation