Kimball Management Corporation Employee Stock Ownership Plan — Form 5500 plan (Kimball Management 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, Kimball Management Corporation Employee Stock Ownership Plan is a benefit plan reported by Kimball Management Corporation under EIN 74-3036721 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $2,221,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kimball Management Corporation
- EIN
- 74-3036721
- Plan number
- 001
- Plan type
- 2
- Location
- Salt Lake City, UT
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $2,221,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H | 20241015134647NAL0029838721001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,221,332
- Total liabilities (EOY)
- $10,136
- Net assets (EOY)
- $2,211,196
- Net assets (BOY)
- $1,421,799
Income & contributions
- Employer contributions
- $276,704
- Total contributions
- $276,704
- Total income / additions
- $801,504
Expenses & distributions
- Benefits paid
- $11,498
- Administrative expenses
- $609
- Total expenses
- $12,107
- Net increase / (decrease)
- $789,397
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.