2023 Form 5500 filing — Owen-Ames-Kimball Co. Retirement 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 20240927120836NAL0002061505001) for Owen-Ames-Kimball Co. Retirement Plan, reported by Owen-Ames-Kimball Co. under EIN 38-0900420 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927120836NAL0002061505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Owen-Ames-Kimball Co.
- EIN
- 38-0900420
- Plan number
- 001
- Location
- Grand Rapids, MI
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,784,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,784,219
- Employer contributions
- $1,781,120
- Participant contributions
- $1,130,401
- Total income / additions
- $8,337,222
- Benefits paid
- $3,782,199
- Administrative expenses
- $46,554
- Total expenses
- $3,828,753
- Net increase / (decrease)
- $4,508,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grand Wealth Management LLC | NONE | $29,494 | not reported in the loaded dataset |
| The Vanguard Group | RECORD KEEPER | $18,625 | not reported in the loaded dataset |