Plan5500

Kolder, Inc. 401(K) Plan — Form 5500 plan (Kolder, 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, Kolder, Inc. 401(K) Plan is a benefit plan reported by Kolder, Inc. under EIN 74-2243674 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $8,185,260 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kolder, Inc.
EIN
74-2243674
Plan number
001
Plan type
2
Location
Edinburg, TX
Latest filing year
2023
Participants
232
End-of-year plan assets
$8,185,260

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023232H, C20240708182058NAL0014619217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,185,260
Total liabilities (EOY)
$0
Net assets (EOY)
$8,185,260
Net assets (BOY)
$6,631,253

Income & contributions

Employer contributions
$249,750
Participant contributions
$403,137
Total contributions
$652,887
Total income / additions
$1,928,656

Expenses & distributions

Benefits paid
$334,568
Administrative expenses
$40,081
Total expenses
$374,649
Net increase / (decrease)
$1,554,007

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$40,081$02023
Pensionmark Financial Group LLCSERVICE PROVIDER$0$25,9772023

Related Form 5500 pages