Kohler Co. 401(K) Savings Plan — Form 5500 plan (Kohler Co. & Subsidiaries)
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, Kohler Co. 401(K) Savings Plan is a benefit plan reported by Kohler Co. & Subsidiaries under EIN 39-0402810 and plan number 007. The latest loaded filing year is 2023. The filing reports 7,701 participants and $326,359,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kohler Co. & Subsidiaries
- EIN
- 39-0402810
- Plan number
- 007
- Plan type
- 2
- Location
- Kohler, WI
- Latest filing year
- 2023
- Participants
- 7,701
- End-of-year plan assets
- $326,359,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,701 | H | 20241015112154NAL0028185185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $326,359,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $326,359,000
- Net assets (BOY)
- $297,032,274
Income & contributions
- Employer contributions
- $5,755,163
- Participant contributions
- $20,555,798
- Total contributions
- $26,978,341
- Total income / additions
- $67,335,660
Expenses & distributions
- Benefits paid
- $37,236,837
- Administrative expenses
- $942,248
- Total expenses
- $38,184,943
- Net increase / (decrease)
- $29,150,717
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.