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, Kocher + Beck Usa, L.P. 401(K) Plan is a benefit plan reported by Kocher + Beck Usa, L.P. under EIN 58-2506156 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $7,718,337 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,718,337
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,718,337
- Net assets (BOY)
- $6,202,650
Income & contributions
- Employer contributions
- $236,935
- Participant contributions
- $416,546
- Total contributions
- $653,481
- Total income / additions
- $1,899,151
Expenses & distributions
- Benefits paid
- $364,771
- Administrative expenses
- $18,693
- Total expenses
- $383,464
- Net increase / (decrease)
- $1,515,687