2023 Form 5500 filing — Kompan, Inc. 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 20250630131131NAL0006617075001) for Kompan, Inc. 401(K) Plan, reported by Kompan, Inc. under EIN 91-0819688 and plan number 002. It reports 157 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)$6.7MReported net assets$6,729,245
Participants157
Provider compensation$7.9K2 Schedule C row(s)$7,881
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250630131131NAL0006617075001
Plan sponsor
Kompan, Inc.
EIN
91-0819688
Plan number
002
Location
Austin, TX
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)$6.7M total assets
Net assets$6.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$509.1K
Benefits paid / distributions$501.2K
Contributions
Employer$381.6K
Participant$961.5K
Full reported line items
Total assets (EOY)
$6,729,245
Total liabilities (EOY)
$0
Net assets (EOY)
$6,729,245
Employer contributions
$381,648
Participant contributions
$961,532
Total income / additions
$2,413,706
Benefits paid
$501,191
Administrative expenses
$7,881
Total expenses
$509,072
Net increase / (decrease)
$1,904,634

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorpRECORDKEEPER$7,844not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$37$0

Related Form 5500 pages