2023 Form 5500 filing — Kone Inc. Employee 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 20240925153846NAL0014967153001) for Kone Inc. Employee Savings Plan, reported by Kone Inc. under EIN 36-2357423 and plan number 004. It reports 2,466 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925153846NAL0014967153001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kone Inc.
- EIN
- 36-2357423
- Plan number
- 004
- Location
- Lisle, IL
- Participants
- 2,466
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $420,208,715
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $420,208,715
- Employer contributions
- $9,348,014
- Participant contributions
- $20,469,917
- Total income / additions
- $96,227,732
- Benefits paid
- $47,328,210
- Administrative expenses
- $251,600
- Total expenses
- $47,624,604
- Net increase / (decrease)
- $48,603,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $191,029 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $66,148 | $0 |