Kalida, OH Form 5500 retirement and benefit plan filings
City Form 5500 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, Kalida, OH has 6 loaded benefit plan(s) reported by 3 plan sponsor(s), with $229,964,083 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 6
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $229,964,083
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $229,964,083
Contributions & income
- Employer contributions
- $7,784,719
- Participant contributions
- $7,404,725
- Total income / additions
- $52,687,663
Expenses & distributions
- Benefits paid / distributions
- $14,547,712
- Total expenses
- $14,755,153
- Net increase / (decrease)
- $37,932,510
Coverage
- Total reported participants
- 3,209
- Plans with financial statements
- 3
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kalida, OH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Unverferth Manufacturing Company, Inc. Profit Sharing And 401(K) Plan | Unverferth Manufacturing Company, Inc. | $206,755,245 | 2023 |
| Kmi 401(K) Savings Plan | Kalida Manufacturing Inc. | $14,005,127 | 2023 |
| B-K Tool & Design, Inc. 401(K) Plan | B-K Tool & Design, Inc. | $9,203,711 | 2023 |
| B-K Tool & Design, Inc. Health & Welfare Benefit Plan | B-K Tool & Design Inc. | not reported in the loaded dataset | 2023 |
| Unverferth Manufacturing Company Inc. Employee Health Plan | Unverferth Manufacturung Co. Inc. | not reported in the loaded dataset | 2023 |
| Kalida Manufacturing, Inc. Health & Welfare Benefit Plan | Kalida Manufacturing, Inc. C/O Kth Parts Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Kalida → · Kalida plans by participants → · Kalida plans with financial data → · Kalida plans with provider compensation → · $1B+ plans in Kalida →
Related Form 5500 pages
- All OH Form 5500 filings
- Unverferth Manufacturing Company, Inc. Profit Sharing And 401(K) Plan (plan 001)
- Unverferth Manufacturing Company, Inc. — all reported plans
- Kmi 401(K) Savings Plan (plan 001)
- Kalida Manufacturing Inc. — all reported plans
- B-K Tool & Design, Inc. 401(K) Plan (plan 001)
- B-K Tool & Design, Inc. — all reported plans
- B-K Tool & Design, Inc. Health & Welfare Benefit Plan (plan 501)
- Unverferth Manufacturing Company Inc. Employee Health Plan (plan 501)
- Kalida Manufacturing, Inc. Health & Welfare Benefit Plan (plan 501)
- Methodology
- Data sources