Kalmbach Media 401k Plan — Form 5500 plan (Kalmbach Media Co.)
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, Kalmbach Media 401k Plan is a benefit plan reported by Kalmbach Media Co. under EIN 39-0480740 and plan number 003. The latest loaded filing year is 2023. The filing reports 134 participants and $11,717,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kalmbach Media Co.
- EIN
- 39-0480740
- Plan number
- 003
- Plan type
- 2
- Location
- Waukesha, WI
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $11,717,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20250220142751NAL0003625523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,717,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,717,496
- Net assets (BOY)
- $15,991,596
Income & contributions
- Employer contributions
- $208,835
- Participant contributions
- $828,787
- Total contributions
- $1,037,982
- Total income / additions
- $3,765,230
Expenses & distributions
- Benefits paid
- $7,997,657
- Administrative expenses
- $41,673
- Total expenses
- $8,039,330
- Net increase / (decrease)
- -$4,274,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W. Baird | ADVISOR | $34,089 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $7,584 | not reported in the loaded dataset | 2023 |