2023 Form 5500 filing — Kohler Credit Union 401(K) Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729073441NAL0019090113001) for Kohler Credit Union 401(K) Plan And Trust, reported by Kohler Credit Union under EIN 39-0402815 and plan number 002. It reports 147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.3MReported net assets$6,324,805
Participants147
Provider compensation$21.2K1 Schedule C row(s)$21,171
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240729073441NAL0019090113001
- Plan sponsor
- Kohler Credit Union
- EIN
- 39-0402815
- Plan number
- 002
- Location
- Sheboygan, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,324,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,324,805
- Employer contributions
- $153,975
- Participant contributions
- $564,627
- Total income / additions
- $1,655,862
- Benefits paid
- $164,038
- Administrative expenses
- $26,132
- Total expenses
- $190,170
- Net increase / (decrease)
- $1,465,692
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $21,171 | $0 |