401(k)
2023 plan-year 401(k) DOL Form 5500

KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KRIS OAKS CONSTRUCTION INC

This 401(k) plan holds $3M in total assets and serves 197 participants as of 2023. It is sponsored by KRIS OAKS CONSTRUCTION INC in New York. The plan reported positive net income of $815K for the year.

Total Assets (2023)
$3M
Participants
197
State
Industry
Construction

What the Filing Says About KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST

KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by KRIS OAKS CONSTRUCTION INC, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 197 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 841665514, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2023 to $3M at year-end — a gain of 47.4%. Net assets (after liabilities) closed the year at $3M, with reported net income of $815K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$815K
Plan Type401(k)
Employer EIN841665514
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KRIS OAKS CONSTRUCTION INC)

Year Plans Participants Total Assets
2022 1 159 $2M
2023 1 197 $3M
2024 1 227 $3M

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Frequently Asked Questions

How much money is in the KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST?
As of the 2023 Form 5500 filing, KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST holds $3M in total assets with 197 participants. It is sponsored by KRIS OAKS CONSTRUCTION INC.
What type of plan is KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST?
KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 841665514.
Who sponsors the KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST?
KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST is sponsored by KRIS OAKS CONSTRUCTION INC, located in New York. The sponsor's EIN is 841665514 and the plan operates in the Construction industry.
How did KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST perform in 2023?
KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST grew by 47.4% during 2023, moving from $2M to $3M in total assets. Net income was $815K.
Where can I find official filings for KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST?
Official Form 5500 filings for KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 841665514 or plan name at efast.dol.gov.
How does KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST compare to other plans?
You can compare KRIS OAKS CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 841665514.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.