Koinonia Foster Homes 401k Plan — Form 5500 plan (Koinonia Foster Homes 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, Koinonia Foster Homes 401k Plan is a benefit plan reported by Koinonia Foster Homes Inc. under EIN 94-2792265 and plan number 002. The latest loaded filing year is 2023. The filing reports 315 participants and $8,229,782 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koinonia Foster Homes Inc.
- EIN
- 94-2792265
- Plan number
- 002
- Plan type
- 2
- Location
- Loomis, CA
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $8,229,782
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20240917162843NAL0003223361001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,229,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,229,782
- Net assets (BOY)
- $6,686,846
Income & contributions
- Employer contributions
- $213,239
- Participant contributions
- $502,507
- Total contributions
- $788,454
- Total income / additions
- $2,053,418
Expenses & distributions
- Benefits paid
- $490,683
- Administrative expenses
- $19,439
- Total expenses
- $510,482
- Net increase / (decrease)
- $1,542,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $1,541 | $21,042 | 2023 |
| Capfinancial Partners LLC | NONE | $18,573 | not reported in the loaded dataset | 2023 |