Komline-Sanderson 401(K) Plan — Form 5500 plan (Komline-Sanderson)
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, Komline-Sanderson 401(K) Plan is a benefit plan reported by Komline-Sanderson under EIN 22-1442955 and plan number 002. The latest loaded filing year is 2023. The filing reports 474 participants and $45,077,513 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Komline-Sanderson
- EIN
- 22-1442955
- Plan number
- 002
- Plan type
- 2
- Location
- Peapack, NJ
- Latest filing year
- 2023
- Participants
- 474
- End-of-year plan assets
- $45,077,513
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 474 | H, C | 20241014114433NAL0014864115001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,077,513
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,077,513
- Net assets (BOY)
- $39,447,230
Income & contributions
- Employer contributions
- $947,704
- Participant contributions
- $2,364,463
- Total contributions
- $3,401,553
- Total income / additions
- $10,078,489
Expenses & distributions
- Benefits paid
- $4,270,605
- Administrative expenses
- $145,088
- Total expenses
- $4,448,206
- Net increase / (decrease)
- $5,630,283
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $80,918 | $0 | 2023 |
| Brown Advisory | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $17,850 | not reported in the loaded dataset | 2023 |