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, Kendrion (Shelby), Inc. Savings Program is a benefit plan reported by Kendrionshelby, Inc. under EIN 20-8284552 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $5,220,689 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,220,689
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,220,689
- Net assets (BOY)
- $4,878,325
Income & contributions
- Employer contributions
- $161,886
- Participant contributions
- $336,859
- Total contributions
- $508,302
- Total income / additions
- $1,270,148
Expenses & distributions
- Benefits paid
- $909,725
- Administrative expenses
- $15,941
- Total expenses
- $927,784
- Net increase / (decrease)
- $342,364