Kaeser Compressors, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kaeser Compressors, 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, Kaeser Compressors, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kaeser Compressors, Inc. under EIN 54-1141868 and plan number 002. The latest loaded filing year is 2023. The filing reports 753 participants and $70,281,860 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kaeser Compressors, Inc.
- EIN
- 54-1141868
- Plan number
- 002
- Plan type
- 2
- Location
- Fredericksburg, VA
- Latest filing year
- 2023
- Participants
- 753
- End-of-year plan assets
- $70,281,860
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 753 | H, C | 20240718094720NAL0003059795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $70,281,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $70,281,860
- Net assets (BOY)
- $57,600,824
Income & contributions
- Employer contributions
- $3,808,652
- Participant contributions
- $3,764,898
- Total contributions
- $8,012,136
- Total income / additions
- $17,184,538
Expenses & distributions
- Benefits paid
- $4,404,414
- Administrative expenses
- $36,082
- Total expenses
- $4,503,502
- Net increase / (decrease)
- $12,681,036
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bishop, Farmer & Co. Llp | ACCOUNTANT | $16,800 | not reported in the loaded dataset | 2023 |
| Kline, Keppel & Koryak, P.C. | CONSULTANT | $14,187 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $5,095 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kaeser Compressors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Fredericksburg, VA
- Bishop, Farmer & Co. Llp — Schedule C compensation
- Kline, Keppel & Koryak, P.C. — Schedule C compensation
- Merrill Lynch, Pierce, Fenner And S — Schedule C compensation