The Koss Construction Company Employees' Retirement Savings Plan — Form 5500 plan (Koss Construction Company)

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 Koss Construction Company Employees' Retirement Savings Plan is a benefit plan reported by Koss Construction Company under EIN 42-0364440 and plan number 002. The latest loaded filing year is 2023. The filing reports 157 participants and $11,578,577 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.6MPlan net assets, end of year$11,578,577
Participants157Covered participants reported
Assets / participant$73.7KComputed: assets ÷ participants$73,749 (computed)
Provider compensation$6501 Schedule C provider row(s)
Plan sponsor
Koss Construction Company
EIN
42-0364440
Plan number
002
Plan type
2
Location
Topeka, KS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241015114043NAL0016246723001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.6M total assets
Net assets$11.6MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$288.5K
Participant$826.6K
Full reported line items

Net assets

Total assets (EOY)
$11,578,577
Total liabilities (EOY)
$0
Net assets (EOY)
$11,578,577
Net assets (BOY)
$11,509,177

Income & contributions

Employer contributions
$288,500
Participant contributions
$826,632
Total contributions
$1,205,002
Total income / additions
$2,810,475

Expenses & distributions

Benefits paid
$2,699,683
Administrative expenses
$41,392
Total expenses
$2,741,075
Net increase / (decrease)
$69,400
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United Of OmahaINVESTMENT COMPANY$650$02023

Related Form 5500 pages