Kia Georgia 401(K) Retirement Savings Plan — Form 5500 plan (Kia Georgia, Inc.)
Plain-English plan 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, Kia Georgia 401(K) Retirement Savings Plan is a benefit plan reported by Kia Georgia, Inc. under EIN 20-5762938 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,109 participants and $168,308,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kia Georgia, Inc.
- EIN
- 20-5762938
- Plan number
- 001
- Plan type
- 2
- Location
- West Point, GA
- Latest filing year
- 2023
- Participants
- 3,109
- End-of-year plan assets
- $168,308,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,109 | H, C | 20240910113636NAL0011483298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $168,308,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $168,308,184
- Net assets (BOY)
- $134,862,660
Income & contributions
- Employer contributions
- $10,259,915
- Participant contributions
- $13,144,115
- Total contributions
- $24,110,946
- Total income / additions
- $45,156,324
Expenses & distributions
- Benefits paid
- $10,975,592
- Administrative expenses
- $502,100
- Total expenses
- $11,710,800
- Net increase / (decrease)
- $33,445,524
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $196,890 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $194,294 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $60,137 | not reported in the loaded dataset | 2023 |
| Bennett Thrasher Llp | NONE | $22,050 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kia Georgia, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in West Point, GA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Bennett Thrasher Llp — Schedule C compensation
- Qdro Consultants — Schedule C compensation