K-M Industries Holding Co., Inc. Employee Retirement Savings Plan — Form 5500 plan (K-M Industries Holding Co., 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, K-M Industries Holding Co., Inc. Employee Retirement Savings Plan is a benefit plan reported by K-M Industries Holding Co., Inc. under EIN 94-1230192 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,590 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- K-M Industries Holding Co., Inc.
- EIN
- 94-1230192
- Plan number
- 001
- Plan type
- 2
- Location
- San Carlos, CA
- Latest filing year
- 2023
- Participants
- 1,590
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,590 | H, C | 20241011132612NAL0022829105001 |
| 2023 | 1,547 | H, C | 20241030114349NAL0000388835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $69,229,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,229,120
- Net assets (BOY)
- $57,343,119
Income & contributions
- Employer contributions
- $1,078,912
- Participant contributions
- $4,650,480
- Total contributions
- $10,056,173
- Total income / additions
- $19,883,534
Expenses & distributions
- Benefits paid
- $7,763,496
- Administrative expenses
- $233,466
- Total expenses
- $7,997,533
- Net increase / (decrease)
- $11,886,001
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $122,432 | not reported in the loaded dataset | 2023 |
| Royal Alliance Associates Inc | ADVISOR | $96,407 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $61,933 | $0 | 2023 |
| Royal Alliance Associates Inc | ADVISOR | $25,606 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,327 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $6,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for K-M Industries Holding Co., Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Carlos, CA
- Fidelity Investments Institutional — Schedule C compensation
- Royal Alliance Associates Inc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation