Kimball International, Inc. Retirement Plan — Form 5500 plan (Kimball International, 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, Kimball International, Inc. Retirement Plan is a benefit plan reported by Kimball International, Inc. under EIN 35-0514506 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,199 participants and $394,642,792 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kimball International, Inc.
EIN
35-0514506
Plan number
001
Plan type
2
Location
Jasper, IN
Latest filing year
2023
Participants
3,199
End-of-year plan assets
$394,642,792

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,199H, C20250324140637NAL0025859954001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$394,642,792
Total liabilities (EOY)
$0
Net assets (EOY)
$394,642,792
Net assets (BOY)
$374,693,993

Income & contributions

Employer contributions
$3,369,984
Participant contributions
$12,739,460
Total contributions
$16,804,477
Total income / additions
$66,693,534

Expenses & distributions

Benefits paid
$46,382,660
Administrative expenses
$330,259
Total expenses
$46,744,735
Net increase / (decrease)
$19,948,799

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$254,741$02023
Vanguard Advisers Inc.NONE$85,408not reported in the loaded dataset2023

Related Form 5500 pages