Kmi 401(K) Savings Plan — Form 5500 plan (Kalida Manufacturing 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, Kmi 401(K) Savings Plan is a benefit plan reported by Kalida Manufacturing Inc. under EIN 34-1824762 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $14,005,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kalida Manufacturing Inc.
- EIN
- 34-1824762
- Plan number
- 001
- Plan type
- 2
- Location
- Kalida, OH
- Latest filing year
- 2023
- Participants
- 342
- End-of-year plan assets
- $14,005,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 342 | H, C | 20241015145144NAL0030046113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,005,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,005,127
- Net assets (BOY)
- $13,350,194
Income & contributions
- Employer contributions
- $217,925
- Participant contributions
- $568,164
- Total contributions
- $796,245
- Total income / additions
- $2,418,736
Expenses & distributions
- Benefits paid
- $1,759,503
- Administrative expenses
- $4,300
- Total expenses
- $1,763,803
- Net increase / (decrease)
- $654,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $4,275 | $0 | 2023 |