2023 Form 5500 filing — Koa Corporation 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 20260203112321NAL0002610577001) for Koa Corporation 401(K) Plan, reported by Koa Corporation under EIN 95-4515908 and plan number 003. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260203112321NAL0002610577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Koa Corporation
- EIN
- 95-4515908
- Plan number
- 003
- Location
- Monterey Park, CA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,724,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,724,273
- Employer contributions
- $366,093
- Participant contributions
- $805,502
- Total income / additions
- $3,556,716
- Benefits paid
- $2,231,630
- Administrative expenses
- $122,065
- Total expenses
- $2,353,695
- Net increase / (decrease)
- $1,203,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | FINANCIAL ADVISOR | $30,718 | not reported in the loaded dataset |