Kosei St. Marys Corporation Associates' Retirement Plan — Form 5500 plan (Kosei St. Marys Corporation)
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, Kosei St. Marys Corporation Associates' Retirement Plan is a benefit plan reported by Kosei St. Marys Corporation under EIN 34-1564600 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $38,031,432 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kosei St. Marys Corporation
- EIN
- 34-1564600
- Plan number
- 001
- Plan type
- 2
- Location
- St. Marys, OH
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $38,031,432
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20250109092338NAL0020029504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,031,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,031,432
- Net assets (BOY)
- $34,604,230
Income & contributions
- Employer contributions
- $814,150
- Participant contributions
- $1,138,112
- Total contributions
- $1,965,134
- Total income / additions
- $9,372,699
Expenses & distributions
- Benefits paid
- $5,899,870
- Administrative expenses
- $41,855
- Total expenses
- $5,945,497
- Net increase / (decrease)
- $3,427,202
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,855 | $0 | 2023 |