2023 Form 5500 filing — Kern-Liebers 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 20241220172639NAL0003553667001) for Kern-Liebers 401(K) Plan, reported by Kern-Liebers Usa Inc. under EIN 34-1210887 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,651,576
Participants225
Provider compensation$28.4K3 Schedule C row(s)$28,365
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241220172639NAL0003553667001
Plan sponsor
Kern-Liebers Usa Inc.
EIN
34-1210887
Plan number
001
Location
Holland, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$2.9M
Benefits paid / distributions$2.9M
Contributions
Employer$299.9K
Participant$511.6K
Full reported line items
Total assets (EOY)
$9,651,576
Total liabilities (EOY)
$0
Net assets (EOY)
$9,651,576
Employer contributions
$299,948
Participant contributions
$511,570
Total income / additions
$1,714,331
Benefits paid
$2,905,140
Administrative expenses
$28,825
Total expenses
$2,934,589
Net increase / (decrease)
-$1,220,258
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMIN · Direct $18.3K
  2. 2
    INVESTMENT ADVISOR · Direct $10.1K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241220172639NAL0003553667001 cover?
It is the 2023 Form 5500 filing for Kern-Liebers 401(K) Plan, reported by Kern-Liebers Usa Inc. (EIN 34-1210887).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages