2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of Kootasca Community Action, Inc.
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 20241014113831NAL0044350000001) for 401(K) Profit Sharing Plan For Employees Of Kootasca Community Action, Inc., reported by Kootasca Community Action, Inc under EIN 41-0904805 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113831NAL0044350000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kootasca Community Action, Inc
- EIN
- 41-0904805
- Plan number
- 001
- Location
- Grand Rapids, MN
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,223,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,223,709
- Employer contributions
- $174,769
- Participant contributions
- $242,748
- Total income / additions
- $1,097,422
- Benefits paid
- $97,101
- Administrative expenses
- $1,318
- Total expenses
- $98,419
- Net increase / (decrease)
- $999,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $1,318 | $0 |