Kong Company 401(K) Plan — Form 5500 plan (Kong Company, LLC)

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, Kong Company 401(K) Plan is a benefit plan reported by Kong Company, LLC under EIN 84-1559729 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $12,176,049 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kong Company, LLC
EIN
84-1559729
Plan number
001
Plan type
2
Location
Golden, CO
Latest filing year
2023
Participants
315
End-of-year plan assets
$12,176,049

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023315H, C20241010155044NAL0020473185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,176,049
Total liabilities (EOY)
$0
Net assets (EOY)
$12,176,049
Net assets (BOY)
$8,796,372

Income & contributions

Employer contributions
$500,139
Participant contributions
$998,566
Total contributions
$2,095,946
Total income / additions
$3,854,599

Expenses & distributions

Benefits paid
$420,479
Administrative expenses
$45,332
Total expenses
$474,922
Net increase / (decrease)
$3,379,677

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative Planning LLCINVESTMENT ADVISOR$34,604not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$10,728not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages