2023 Form 5500 filing — Kraemer North America, LLC 401(K) Savings Plan
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 20240729074154NAL0019091969001) for Kraemer North America, LLC 401(K) Savings Plan, reported by Kraemer North America, LLC under EIN 47-2031815 and plan number 001. It reports 242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729074154NAL0019091969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kraemer North America, LLC
- EIN
- 47-2031815
- Plan number
- 001
- Location
- Burnsville, MN
- Participants
- 242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,124,840
- Net assets (EOY)
- $48,124,840
- Employer contributions
- $614,359
- Participant contributions
- $2,353,578
- Total income / additions
- $11,426,934
- Benefits paid
- $2,912,077
- Administrative expenses
- $84,186
- Total expenses
- $2,996,263
- Net increase / (decrease)
- $8,430,671
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | INVESTMENT ADVISORY | $65,424 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | AUDITOR | $15,226 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $3,536 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |