Employee Benefit Plan Of Kokua — Form 5500 plan (Kokua)

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, Employee Benefit Plan Of Kokua is a benefit plan reported by Kokua under EIN 91-1792867 and plan number 001. The latest loaded filing year is 2023. The filing reports 120 participants and $1,608,774 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kokua
EIN
91-1792867
Plan number
001
Plan type
2
Location
Lacey, WA
Latest filing year
2023
Participants
120
End-of-year plan assets
$1,608,774

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120I, C20241015173648NAL0050715888001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,608,774
Net assets (EOY)
$1,608,774
Net assets (BOY)
$1,485,843

Income & contributions

Employer contributions
$0
Participant contributions
$47,951
Total income / additions
$248,858

Expenses & distributions

Benefits paid
$125,347
Administrative expenses
$580
Total expenses
$125,927
Net increase / (decrease)
$122,931

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$580$02023

Related Form 5500 pages