2023 Form 5500 filing — Kimber Mfg., Inc. 401(K) 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 20241001092431NAL0006545345001) for Kimber Mfg., Inc. 401(K) Plan, reported by Kimber Mfg., Inc. under EIN 23-2858068 and plan number 001. It reports 782 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001092431NAL0006545345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kimber Mfg., Inc.
- EIN
- 23-2858068
- Plan number
- 001
- Location
- Troy, AL
- Participants
- 782
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,470,316
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,470,316
- Employer contributions
- $619,495
- Participant contributions
- $2,289,014
- Total income / additions
- $7,757,933
- Benefits paid
- $3,891,885
- Administrative expenses
- $120,904
- Total expenses
- $4,127,156
- Net increase / (decrease)
- $3,630,777
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $74,896 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $32,000 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,081 | not reported in the loaded dataset |