2023 Form 5500 filing — Kimball International, Inc. Retirement 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 20250324140637NAL0025859954001) for Kimball International, Inc. Retirement Plan, reported by Kimball International, Inc. under EIN 35-0514506 and plan number 001. It reports 3,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324140637NAL0025859954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kimball International, Inc.
- EIN
- 35-0514506
- Plan number
- 001
- Location
- Jasper, IN
- Participants
- 3,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $394,642,792
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $394,642,792
- Employer contributions
- $3,369,984
- Participant contributions
- $12,739,460
- Total income / additions
- $66,693,534
- Benefits paid
- $46,382,660
- Administrative expenses
- $330,259
- Total expenses
- $46,744,735
- Net increase / (decrease)
- $19,948,799
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $254,741 | $0 |
| Vanguard Advisers Inc. | NONE | $85,408 | not reported in the loaded dataset |