Inland Kenworth, Inc. Employees' 401(K) Plan — Form 5500 plan (Inland Kenworth (Us) Inc. And Inland Lease & Rental 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, Inland Kenworth, Inc. Employees' 401(K) Plan is a benefit plan reported by Inland Kenworth (Us) Inc. And Inland Lease & Rental Inc. under EIN 85-0471900 and plan number 002. The latest loaded filing year is 2023. The filing reports 716 participants and $42,364,486 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inland Kenworth (Us) Inc. And Inland Lease & Rental Inc.
EIN
85-0471900
Plan number
002
Plan type
2
Location
Montebello, CA
Latest filing year
2023
Participants
716
End-of-year plan assets
$42,364,486

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023716H, C20241002131857NAL0004819731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,364,486
Total liabilities (EOY)
$0
Net assets (EOY)
$42,364,486
Net assets (BOY)
$34,602,097

Income & contributions

Employer contributions
$1,128,162
Participant contributions
$3,186,624
Total contributions
$4,572,769
Total income / additions
$10,339,025

Expenses & distributions

Benefits paid
$2,413,380
Administrative expenses
$108,876
Total expenses
$2,576,636
Net increase / (decrease)
$7,762,389

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCINVESTMENT MGMT$57,868not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$51,008$02023

Related Form 5500 pages