Plan5500

Kone Inc. Employee Savings Plan — Form 5500 plan (Kone 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, Kone Inc. Employee Savings Plan is a benefit plan reported by Kone Inc. under EIN 36-2357423 and plan number 004. The latest loaded filing year is 2023. The filing reports 2,466 participants and $420,208,715 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kone Inc.
EIN
36-2357423
Plan number
004
Plan type
2
Location
Lisle, IL
Latest filing year
2023
Participants
2,466
End-of-year plan assets
$420,208,715

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,466H, C20240925153846NAL0014967153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$420,208,715
Total liabilities (EOY)
$0
Net assets (EOY)
$420,208,715
Net assets (BOY)
$371,605,587

Income & contributions

Employer contributions
$9,348,014
Participant contributions
$20,469,917
Total contributions
$32,358,731
Total income / additions
$96,227,732

Expenses & distributions

Benefits paid
$47,328,210
Administrative expenses
$251,600
Total expenses
$47,624,604
Net increase / (decrease)
$48,603,128

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$191,029not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$66,148$02023

Related Form 5500 pages