Koehler'S, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Koehler'S, 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'S, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Koehler'S, Inc. under EIN 23-1290060 and plan number 002. The latest loaded filing year is 2023. The filing reports 13 participants and $5,133,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koehler'S, Inc.
- EIN
- 23-1290060
- Plan number
- 002
- Plan type
- 2
- Location
- Lansdale, PA
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $5,133,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20241122160759NAL0001896641001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,133,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,133,347
- Net assets (BOY)
- $4,774,746
Income & contributions
- Employer contributions
- $31,702
- Participant contributions
- $20,966
- Total income / additions
- $819,568
Expenses & distributions
- Benefits paid
- $460,307
- Administrative expenses
- $660
- Total expenses
- $460,967
- Net increase / (decrease)
- $358,601
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.