Kraemer North America, LLC 401(K) Savings Plan — Form 5500 plan (Kraemer North America, LLC)

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, Kraemer North America, LLC 401(K) Savings Plan is a benefit plan reported by Kraemer North America, LLC under EIN 47-2031815 and plan number 001. The latest loaded filing year is 2023. The filing reports 242 participants and $48,124,840 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kraemer North America, LLC
EIN
47-2031815
Plan number
001
Plan type
2
Location
Burnsville, MN
Latest filing year
2023
Participants
242
End-of-year plan assets
$48,124,840

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023242H, C20240729074154NAL0019091969001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,124,840
Net assets (EOY)
$48,124,840
Net assets (BOY)
$39,694,169

Income & contributions

Employer contributions
$614,359
Participant contributions
$2,353,578
Total contributions
$3,816,598
Total income / additions
$11,426,934

Expenses & distributions

Benefits paid
$2,912,077
Administrative expenses
$84,186
Total expenses
$2,996,263
Net increase / (decrease)
$8,430,671

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementINVESTMENT ADVISORY$65,424not reported in the loaded dataset2023
Baker Tilly Us, LlpAUDITOR$15,226not reported in the loaded dataset2023
Transamerica Retirement SolutionsRECORD KEEPER$3,536$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages