Kuka Retirement Savings Plan — Form 5500 plan (Kuka Systems North America LLC)
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, Kuka Retirement Savings Plan is a benefit plan reported by Kuka Systems North America LLC under EIN 38-1918885 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,781 participants and $201,863,988 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kuka Systems North America LLC
- EIN
- 38-1918885
- Plan number
- 002
- Plan type
- 2
- Location
- Sterling Heights, MI
- Latest filing year
- 2023
- Participants
- 1,781
- End-of-year plan assets
- $201,863,988
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,781 | H, C | 20241010141858NAL0021211745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $201,863,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,863,988
- Net assets (BOY)
- $170,029,721
Income & contributions
- Employer contributions
- $3,213,245
- Participant contributions
- $12,282,223
- Total contributions
- $16,863,678
- Total income / additions
- $47,697,602
Expenses & distributions
- Benefits paid
- $15,601,667
- Administrative expenses
- $261,668
- Total expenses
- $15,863,335
- Net increase / (decrease)
- $31,834,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $261,667 | $0 | 2023 |
| Rbc Wealth Management | CONSULTANT | $0 | $56,633 | 2023 |
| Moore Doeren Mayhew | OTHER SERVICES | $0 | $15,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kuka Systems North America LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Sterling Heights, MI
- Principal Life Insurance Company — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Moore Doeren Mayhew — Schedule C compensation