Ktm North America Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ktm North America, 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, Ktm North America Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ktm North America, Inc. under EIN 34-1701652 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $18,792,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ktm North America, Inc.
EIN
34-1701652
Plan number
001
Plan type
2
Location
Murrieta, CA
Latest filing year
2023
Participants
328
End-of-year plan assets
$18,792,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241011191748NAL0044916658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,792,843
Total liabilities (EOY)
$0
Net assets (EOY)
$18,792,843
Net assets (BOY)
$14,767,116

Income & contributions

Employer contributions
$537,192
Participant contributions
$1,820,569
Total contributions
$2,430,963
Total income / additions
$5,473,451

Expenses & distributions

Benefits paid
$1,346,668
Administrative expenses
$87,112
Total expenses
$1,447,724
Net increase / (decrease)
$4,025,727

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$47,994$02023
Mma SecuritiesADVISOR$39,118not reported in the loaded dataset2023

Related Form 5500 pages