Koa Corporation 401(K) Plan — Form 5500 plan (Koa Corporation)
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, Koa Corporation 401(K) Plan is a benefit plan reported by Koa Corporation under EIN 95-4515908 and plan number 003. The latest loaded filing year is 2023. The filing reports 168 participants and $14,724,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Koa Corporation
- EIN
- 95-4515908
- Plan number
- 003
- Plan type
- 2
- Location
- Monterey Park, CA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $14,724,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20260203112321NAL0002610577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,724,273
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,724,273
- Net assets (BOY)
- $13,521,252
Income & contributions
- Employer contributions
- $366,093
- Participant contributions
- $805,502
- Total contributions
- $1,351,776
- Total income / additions
- $3,556,716
Expenses & distributions
- Benefits paid
- $2,231,630
- Administrative expenses
- $122,065
- Total expenses
- $2,353,695
- Net increase / (decrease)
- $1,203,021
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | FINANCIAL ADVISOR | $30,718 | not reported in the loaded dataset | 2023 |