Plan5500

Kimber Mfg., Inc. 401(K) Plan — Form 5500 plan (Kimber Mfg., 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, Kimber Mfg., Inc. 401(K) Plan is a benefit plan reported by Kimber Mfg., Inc. under EIN 23-2858068 and plan number 001. The latest loaded filing year is 2023. The filing reports 782 participants and $30,470,316 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kimber Mfg., Inc.
EIN
23-2858068
Plan number
001
Plan type
2
Location
Troy, AL
Latest filing year
2023
Participants
782
End-of-year plan assets
$30,470,316

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023782H, C20241001092431NAL0006545345001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,470,316
Total liabilities (EOY)
$0
Net assets (EOY)
$30,470,316
Net assets (BOY)
$26,839,539

Income & contributions

Employer contributions
$619,495
Participant contributions
$2,289,014
Total contributions
$3,346,195
Total income / additions
$7,757,933

Expenses & distributions

Benefits paid
$3,891,885
Administrative expenses
$120,904
Total expenses
$4,127,156
Net increase / (decrease)
$3,630,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$74,896$02023
Morgan StanleyINVESTMENT ADVISOR$32,000not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$10,081not reported in the loaded dataset2023

Related Form 5500 pages