Plan5500

Kaiser 401(K) Profit Sharing Plan — Form 5500 plan (Kaiser Midwest, Inc.)

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, Kaiser 401(K) Profit Sharing Plan is a benefit plan reported by Kaiser Midwest, Inc. under EIN 43-1597251 and plan number 003. The latest loaded filing year is 2023. The filing reports 144 participants and $57,040,893 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaiser Midwest, Inc.
EIN
43-1597251
Plan number
003
Plan type
2
Location
Marble Hill, MO
Latest filing year
2023
Participants
144
End-of-year plan assets
$57,040,893

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20241001150712NAL0003398499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,040,893
Total liabilities (EOY)
$0
Net assets (EOY)
$57,040,893
Net assets (BOY)
$47,267,079

Income & contributions

Employer contributions
$2,738,727
Participant contributions
$855,751
Total contributions
$3,748,478
Total income / additions
$11,265,271

Expenses & distributions

Benefits paid
$1,348,539
Administrative expenses
$142,918
Total expenses
$1,491,457
Net increase / (decrease)
$9,773,814

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Raymond James & AssocRIA$83,491not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$1,180$02023

Related Form 5500 pages