2023 Form 5500 filing — Ktpo 401(K) Plan For Hourly Employees
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 20241010141645NAL0021202721001) for Ktpo 401(K) Plan For Hourly Employees, reported by Kuka Toledo Production Operations, LLC under EIN 30-0280986 and plan number 008. It reports 369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141645NAL0021202721001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kuka Toledo Production Operations, LLC
- EIN
- 30-0280986
- Plan number
- 008
- Location
- Toledo, OH
- Participants
- 369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,358,361
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,358,361
- Employer contributions
- $1,210,941
- Participant contributions
- $1,093,972
- Total income / additions
- $7,595,558
- Benefits paid
- $3,035,757
- Administrative expenses
- $62,967
- Total expenses
- $3,119,501
- Net increase / (decrease)
- $4,476,057
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $62,967 | $0 |
| Moore Doeren Mayhew | OTHER SERVICES | $0 | $15,000 |
| Rbc Wealth Management | CONSULTANT | $0 | $9,371 |