Kenmark Optical, 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, Kenmark Optical, Inc. (EIN 61-0999919) is a plan sponsor located in Louisville, KY with 3 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
61-0999919
Location
Louisville, KY
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kenmark Optical, Inc.

  • 3 loaded plans hold $37.7M in reported assets.
  • The largest, Kenmark Optical, Inc. Employee Stock Ownership Plan, holds 75% of this company's reported plan assets.
  • Plans cover 423 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37.7MSummed across loaded plans$37,743,569
Total reported assets$37.7M$37,743,569
Total reported participants423
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37.7M total assets
Net assets$37.7MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$450.9K
Total income / additions$7.7M
Expenses & distributions
Benefits paid / distributions$4.7M
Total expenses$4.8M
Net increase / (decrease)$2.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets75%Kenmark Optical, Inc. Employee Stock Ownership Plan
Participants per plan141Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #003 · 124 participants · 2023
  2. 2
    Plan #001 · 179 participants · 2023
  3. 3
    Kenmark Optical, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #502 · 120 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kenmark Optical, Inc.. Open one for its full reported snapshot.

  1. 2023
    Kenmark Optical, Inc. Employee Stock Ownership Plan124 participants · 2Sch H
    View filing →
  2. 2023
    Kenmark Optical, Inc. 401(K) Profit Sharing Plan179 participants · 2Sch HSch C
    View filing →
  3. 2023
    Kenmark Optical, Inc. Employee Benefits Plan120 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kenmark Optical, Inc. report on Form 5500?
Kenmark Optical, Inc. (EIN 61-0999919) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kenmark Optical, Inc.?
The Employer Identification Number (EIN) reported for Kenmark Optical, Inc. is 61-0999919.
What is the latest Form 5500 filing year for Kenmark Optical, Inc.?
The latest loaded Form 5500 filing year for Kenmark Optical, Inc. is 2023.

Related Form 5500 pages