How big is Koinonia Wealth, LLC's plan?

Koinonia Wealth, LLC's plan reported $4.2M in assets and 7 participants for 2024.

Original filing (PDF)20250710113311NAL0014971842001

Koinonia Wealth, LLC

Name: Koinonia Wealth, LLC — Koinonia Financial 401(k), Form 5500 (2024)
Creator: Koinonia Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Koinonia Financial 401(k) Plan

401(k) retirement plan · Koinonia Wealth, LLC's Koinonia Financial 401(k) Plan held $4.2M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Candace Trabona signed Koinonia Wealth, LLC's 2024 Form 5500 as plan administrator.

Candace Trabona — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Koinonia Wealth, LLC's EIN is 85-2800996.

EIN 85-2800996

Plan number 001

Plan year 2024

ACK ID 20250710113311NAL0014971842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Koinonia Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Koinonia Wealth, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOINONIA WEALTH, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off