Kumon North America, Inc. 401(K) Plan — Form 5500 plan (Kumon North America, 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, Kumon North America, Inc. 401(K) Plan is a benefit plan reported by Kumon North America, Inc. under EIN 95-4254899 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $60,360,312 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kumon North America, Inc.
EIN
95-4254899
Plan number
001
Plan type
2
Location
Rutherford, NJ
Latest filing year
2023
Participants
447
End-of-year plan assets
$60,360,312

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023447H, C20241010082451NAL0011296579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,360,312
Total liabilities (EOY)
$0
Net assets (EOY)
$60,360,312
Net assets (BOY)
$53,611,423

Income & contributions

Employer contributions
$1,475,318
Participant contributions
$2,527,023
Total contributions
$4,019,921
Total income / additions
$13,171,516

Expenses & distributions

Benefits paid
$6,411,943
Administrative expenses
$10,684
Total expenses
$6,422,627
Net increase / (decrease)
$6,748,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan SrvsRETAINED BY CLIENT$11,557$02023
New York Life Insurance CompanyRETAINED BY CLIENT$0$02023

Related Form 5500 pages