Plan5500

Kohler Co. 401(K) Master Trust — 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) Master Trust is a benefit plan reported by Kohler Co. & Subsidiaries under EIN 39-0402810 and plan number 012. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,162,299,727 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
012
Plan type
4
Location
Kohler, WI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,162,299,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015113041NAL0016232995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,162,299,727
Total liabilities (EOY)
$0
Net assets (EOY)
$1,162,299,727
Net assets (BOY)
$1,037,249,960

Income & contributions

Total contributions
$0
Total income / additions
$154,948,662

Expenses & distributions

Benefits paid
$0
Administrative expenses
$2,549,867
Total expenses
$2,549,867
Net increase / (decrease)
$152,398,795

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Investment Advisors, LLCINVESTMENT ADVISOR$1,261,104not reported in the loaded dataset2023
Voya Institutional Plan ServicesRECORD KEEPER$1,258,832$02023
ReinhartATTORNEY$29,931not reported in the loaded dataset2023

Related Form 5500 pages