2023 Form 5500 filing — Kovach Enclosure Systems, LLC 401(K)
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240912105121NAL0018722898001) for Kovach Enclosure Systems, LLC 401(K), reported by Kovach Enclosure Systems, LLC under EIN 84-2978354 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.1MReported net assets$12,059,140
Participants238
Provider compensation$63.5K3 Schedule C row(s)$63,507
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240912105121NAL0018722898001
- Plan sponsor
- Kovach Enclosure Systems, LLC
- EIN
- 84-2978354
- Plan number
- 001
- Location
- Chandler, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.1M total assets
Net assets$12.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,059,140
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,059,140
- Employer contributions
- $704,057
- Participant contributions
- $845,266
- Total income / additions
- $3,413,761
- Benefits paid
- $1,929,432
- Administrative expenses
- $63,507
- Total expenses
- $2,003,108
- Net increase / (decrease)
- $1,410,653
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $28,357 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $26,400 | not reported in the loaded dataset |
| Metz & Associates Pllc | ACCOUNTANT/AUDITOR | $8,750 | not reported in the loaded dataset |