The Funk Companies 401(K) Plan — Form 5500 plan (The Funk Companies)
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, The Funk Companies 401(K) Plan is a benefit plan reported by The Funk Companies under EIN 26-4027912 and plan number 001. The latest loaded filing year is 2023. The filing reports 336 participants and $18,069,291 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Funk Companies
- EIN
- 26-4027912
- Plan number
- 001
- Plan type
- 2
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 336
- End-of-year plan assets
- $18,069,291
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 336 | H, C | 20241014101352NAL0045581600005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,069,291
- Net assets (EOY)
- $18,069,291
- Net assets (BOY)
- $14,381,322
Income & contributions
- Employer contributions
- $663,690
- Participant contributions
- $1,451,047
- Total contributions
- $2,562,579
- Total income / additions
- $5,095,702
Expenses & distributions
- Benefits paid
- $1,317,911
- Administrative expenses
- $89,822
- Total expenses
- $1,407,733
- Net increase / (decrease)
- $3,687,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $83,893 | $0 | 2023 |