Kern, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kern, Inc. (EIN 22-3538481) is a plan sponsor located in Grove City, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
22-3538481
Location
Grove City, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$10,652,215
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$10,652,215

Contributions & income

Employer contributions
$190,373
Participant contributions
$639,043
Total income / additions
$2,318,299

Expenses & distributions

Benefits paid / distributions
$422,393
Total expenses
$482,382
Net increase / (decrease)
$1,835,917

Coverage

Total reported participants
335
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Kern, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kern, Inc. 401(K) Plan001179$10,652,2152023
Kern, Inc. Health And Welfare Plan501156not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kern, Inc.
YearPlanParticipantsSchedulesFiling
2023Kern, Inc. 401(K) Plan179H, C20241012082630NAL0011672787001
2023Kern, Inc. Health And Welfare Plan15620250127142755NAL0020627088001

Related Form 5500 pages