2023 Form 5500 filing — Kumon North America, Inc. 401(K) 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 20241010082451NAL0011296579001) for Kumon North America, Inc. 401(K) Plan, reported by Kumon North America, Inc. under EIN 95-4254899 and plan number 001. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010082451NAL0011296579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kumon North America, Inc.
- EIN
- 95-4254899
- Plan number
- 001
- Location
- Rutherford, NJ
- Participants
- 447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,360,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,360,312
- Employer contributions
- $1,475,318
- Participant contributions
- $2,527,023
- Total income / additions
- $13,171,516
- Benefits paid
- $6,411,943
- Administrative expenses
- $10,684
- Total expenses
- $6,422,627
- Net increase / (decrease)
- $6,748,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvs | RETAINED BY CLIENT | $11,557 | $0 |
| New York Life Insurance Company | RETAINED BY CLIENT | $0 | $0 |