Koehler Instrument Co., Inc. 401(K) Retirement Plan — Form 5500 plan (Koehler Instrument Company, Inc.)
Plain-English plan 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, Koehler Instrument Co., Inc. 401(K) Retirement Plan is a benefit plan reported by Koehler Instrument Company, Inc. under EIN 11-1672633 and plan number 004. The latest loaded filing year is 2023. The filing reports 47 participants and $11,901,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koehler Instrument Company, Inc.
- EIN
- 11-1672633
- Plan number
- 004
- Plan type
- 2
- Location
- Bohemia, NY
- Latest filing year
- 2023
- Participants
- 47
- End-of-year plan assets
- $11,901,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 47 | I | 20241014133517NAL0015012435001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,901,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,901,329
- Net assets (BOY)
- $9,887,538
Income & contributions
- Employer contributions
- $241,327
- Participant contributions
- $488,972
- Total income / additions
- $2,396,164
Expenses & distributions
- Benefits paid
- $356,393
- Administrative expenses
- $25,980
- Total expenses
- $382,373
- Net increase / (decrease)
- $2,013,791
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.