Kion North America Corporation 401k Plan — Form 5500 plan (Kion North America Corporation)
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, Kion North America Corporation 401k Plan is a benefit plan reported by Kion North America Corporation under EIN 57-1075851 and plan number 009. The latest loaded filing year is 2023. The filing reports 469 participants and $29,747,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kion North America Corporation
- EIN
- 57-1075851
- Plan number
- 009
- Plan type
- 2
- Location
- Summerville, SC
- Latest filing year
- 2023
- Participants
- 469
- End-of-year plan assets
- $29,747,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 469 | H, C | 20240903142512NAL0030880912001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,747,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,747,811
- Net assets (BOY)
- $23,114,682
Income & contributions
- Employer contributions
- $1,597,688
- Participant contributions
- $2,467,382
- Total contributions
- $4,905,411
- Total income / additions
- $8,650,288
Expenses & distributions
- Benefits paid
- $2,002,683
- Administrative expenses
- $14,476
- Total expenses
- $2,017,159
- Net increase / (decrease)
- $6,633,129
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $25,694 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $14,476 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kion North America Corporation
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Summerville, SC
- Kestra Investment Services LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation