Lee Kum Kee Employees' 401(K) Retirement Plan — Form 5500 plan (Lee Kum Kee (Usa) Inc., - L.A.)

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, Lee Kum Kee Employees' 401(K) Retirement Plan is a benefit plan reported by Lee Kum Kee (Usa) Inc., - L.A. under EIN 95-3848577 and plan number 001. The latest loaded filing year is 2023. The filing reports 545 participants and $46,037,480 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46MPlan net assets, end of year$46,037,480
Participants545Covered participants reported
Assets / participant$84.5KComputed: assets ÷ participants$84,472 (computed)
Provider compensation$137.1K2 Schedule C provider row(s)$137,134
Plan sponsor
Lee Kum Kee (Usa) Inc., - L.A.
EIN
95-3848577
Plan number
001
Plan type
2
Location
City Of Industry, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    545 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$46M total assets
Net assets$46MLiabilities$0
Money in vs. money out
Total income / additions$11.6M
Total expenses$3.3M
Benefits paid / distributions$3.1M
Contributions
Employer$1.2M
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$46,037,480
Total liabilities (EOY)
$0
Net assets (EOY)
$46,037,480
Net assets (BOY)
$37,703,871

Income & contributions

Employer contributions
$1,182,410
Participant contributions
$2,983,251
Total contributions
$4,494,855
Total income / additions
$11,599,080

Expenses & distributions

Benefits paid
$3,128,296
Administrative expenses
$137,135
Total expenses
$3,265,471
Net increase / (decrease)
$8,333,609
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $137.1K · Indirect $0
  2. 2
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

Related Form 5500 pages