Plan5500

Kokatat, Inc. 401(K) Plan — Form 5500 plan (Kokatat, 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, Kokatat, Inc. 401(K) Plan is a benefit plan reported by Kokatat, Inc. under EIN 94-2844025 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $5,915,565 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kokatat, Inc.
EIN
94-2844025
Plan number
001
Plan type
2
Location
Arcata, CA
Latest filing year
2023
Participants
166
End-of-year plan assets
$5,915,565

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240802145414NAL0025069905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,915,565
Total liabilities (EOY)
$0
Net assets (EOY)
$5,915,565
Net assets (BOY)
$5,369,391

Income & contributions

Employer contributions
$96,185
Participant contributions
$240,670
Total contributions
$336,855
Total income / additions
$1,009,007

Expenses & distributions

Benefits paid
$424,060
Administrative expenses
$38,773
Total expenses
$462,833
Net increase / (decrease)
$546,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.CONTRACT ADMINISTRATOR$35,623not reported in the loaded dataset2023
Bidwell Consulting ServicesTPA$3,150not reported in the loaded dataset2023

Related Form 5500 pages