Kohler Credit Union 401(K) Plan And Trust — Form 5500 plan (Kohler Credit Union)
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 Credit Union 401(K) Plan And Trust is a benefit plan reported by Kohler Credit Union under EIN 39-0402815 and plan number 002. The latest loaded filing year is 2023. The filing reports 147 participants and $6,324,805 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.3MPlan net assets, end of year$6,324,805
Participants147Covered participants reported
Assets / participant$43KComputed: assets ÷ participants$43,026 (computed)
Provider compensation$21.2K1 Schedule C provider row(s)$21,171
- Plan sponsor
- Kohler Credit Union
- EIN
- 39-0402815
- Plan number
- 002
- Plan type
- 2
- Location
- Sheboygan, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 147 | H, C | 20240729073441NAL0019090113001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,324,805
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,324,805
- Net assets (BOY)
- $4,859,113
Income & contributions
- Employer contributions
- $153,975
- Participant contributions
- $564,627
- Total contributions
- $855,667
- Total income / additions
- $1,655,862
Expenses & distributions
- Benefits paid
- $164,038
- Administrative expenses
- $26,132
- Total expenses
- $190,170
- Net increase / (decrease)
- $1,465,692
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
21%79%
Employer 21%Participant 79%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cmfg Life Insurance Company | NONE | $21,171 | $0 | 2023 |