2023 Form 5500 filing — Kocher + Beck Usa, L.P. 401(K) Plan
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 20241004133055NAL0011467489001) for Kocher + Beck Usa, L.P. 401(K) Plan, reported by Kocher + Beck Usa, L.P. under EIN 58-2506156 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004133055NAL0011467489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kocher + Beck Usa, L.P.
- EIN
- 58-2506156
- Plan number
- 001
- Location
- Lenexa, KS
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,718,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,718,337
- Employer contributions
- $236,935
- Participant contributions
- $416,546
- Total income / additions
- $1,899,151
- Benefits paid
- $364,771
- Administrative expenses
- $18,693
- Total expenses
- $383,464
- Net increase / (decrease)
- $1,515,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Park Avenue Securities. | NONE | $17,003 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $1,690 | $0 |