2023 Form 5500 filing — K-M Industries Holding Co., Inc. Employee Retirement Savings 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 20241030114349NAL0000388835001) for K-M Industries Holding Co., Inc. Employee Retirement Savings Plan, reported by K-M Industries Holding Co., Inc. under EIN 94-1230192 and plan number 001. It reports 1,547 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030114349NAL0000388835001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K-M Industries Holding Co., Inc.
- EIN
- 94-1230192
- Plan number
- 001
- Location
- San Carlos, CA
- Participants
- 1,547
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $69,229,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,229,120
- Employer contributions
- $1,078,912
- Participant contributions
- $4,650,480
- Total income / additions
- $19,883,534
- Benefits paid
- $7,763,496
- Administrative expenses
- $233,466
- Total expenses
- $7,997,533
- Net increase / (decrease)
- $11,886,001
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $122,432 | not reported in the loaded dataset |
| Royal Alliance Associates Inc | ADVISOR | $96,407 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $61,933 | $0 |
| Royal Alliance Associates Inc | ADVISOR | $25,606 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,327 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $6,300 | not reported in the loaded dataset |