2023 Form 5500 filing — Kia Georgia 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240910113636NAL0011483298001) for Kia Georgia 401(K) Retirement Savings Plan, reported by Kia Georgia, Inc. under EIN 20-5762938 and plan number 001. It reports 3,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240910113636NAL0011483298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kia Georgia, Inc.
- EIN
- 20-5762938
- Plan number
- 001
- Location
- West Point, GA
- Participants
- 3,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $168,308,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $168,308,184
- Employer contributions
- $10,259,915
- Participant contributions
- $13,144,115
- Total income / additions
- $45,156,324
- Benefits paid
- $10,975,592
- Administrative expenses
- $502,100
- Total expenses
- $11,710,800
- Net increase / (decrease)
- $33,445,524
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | NONE | $196,890 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $194,294 | $0 |
| Empower Advisory Group, LLC | NONE | $60,137 | not reported in the loaded dataset |
| Bennett Thrasher Llp | NONE | $22,050 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $300 | not reported in the loaded dataset |