2023 Form 5500 filing — Kalmbach Feeds, Inc. 401(K) And Profit Sharing 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 20241009095725NAL0032374448001) for Kalmbach Feeds, Inc. 401(K) And Profit Sharing Plan, reported by Kalmbach Feeds, Inc. under EIN 31-1162375 and plan number 001. It reports 997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009095725NAL0032374448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kalmbach Feeds, Inc.
- EIN
- 31-1162375
- Plan number
- 001
- Location
- Upper Sandusky, OH
- Participants
- 997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,325,366
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,325,366
- Employer contributions
- $1,315,469
- Participant contributions
- $3,783,430
- Total income / additions
- $12,404,172
- Benefits paid
- $4,443,169
- Administrative expenses
- $254,341
- Total expenses
- $4,706,911
- Net increase / (decrease)
- $7,697,261
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $114,532 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $68,391 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $66,442 | not reported in the loaded dataset |
| Tfo Tdc LLC | INVESTMENT ADVISOR | $4,976 | not reported in the loaded dataset |