2023 Form 5500 filing — Kohler Co. 401(K) Master Trust
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 20241015113041NAL0016232995001) for Kohler Co. 401(K) Master Trust, reported by Kohler Co. & Subsidiaries under EIN 39-0402810 and plan number 012. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113041NAL0016232995001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Kohler Co. & Subsidiaries
- EIN
- 39-0402810
- Plan number
- 012
- Location
- Kohler, WI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,162,299,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,162,299,727
- Total income / additions
- $154,948,662
- Benefits paid
- $0
- Administrative expenses
- $2,549,867
- Total expenses
- $2,549,867
- Net increase / (decrease)
- $152,398,795
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Investment Advisors, LLC | INVESTMENT ADVISOR | $1,261,104 | not reported in the loaded dataset |
| Voya Institutional Plan Services | RECORD KEEPER | $1,258,832 | $0 |
| Reinhart | ATTORNEY | $29,931 | not reported in the loaded dataset |