Koorsen Fire & Security, Inc. 401(K) Plan — Form 5500 plan (Koorsen Fire & Security, 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, Koorsen Fire & Security, Inc. 401(K) Plan is a benefit plan reported by Koorsen Fire & Security, Inc. under EIN 35-1153549 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,770 participants and $42,541,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Koorsen Fire & Security, Inc.
EIN
35-1153549
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,770
End-of-year plan assets
$42,541,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,770H, C20241013125032NAL0050564546001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,541,172
Total liabilities (EOY)
$0
Net assets (EOY)
$42,541,172
Net assets (BOY)
$33,599,162

Income & contributions

Employer contributions
$2,050,058
Participant contributions
$3,949,341
Total contributions
$6,522,915
Total income / additions
$12,221,377

Expenses & distributions

Benefits paid
$3,150,831
Administrative expenses
$38,317
Total expenses
$3,279,367
Net increase / (decrease)
$8,942,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$216,084$02023
American Pension Advisors, Ltd.THIRD PARTY ADMINISTRATO$29,976$02023

Related Form 5500 pages