2023 Form 5500 filing — Kuka 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 20241010141858NAL0021211745001) for Kuka Retirement Savings Plan, reported by Kuka Systems North America LLC under EIN 38-1918885 and plan number 002. It reports 1,781 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141858NAL0021211745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kuka Systems North America LLC
- EIN
- 38-1918885
- Plan number
- 002
- Location
- Sterling Heights, MI
- Participants
- 1,781
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $201,863,988
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $201,863,988
- Employer contributions
- $3,213,245
- Participant contributions
- $12,282,223
- Total income / additions
- $47,697,602
- Benefits paid
- $15,601,667
- Administrative expenses
- $261,668
- Total expenses
- $15,863,335
- Net increase / (decrease)
- $31,834,267
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $261,667 | $0 |
| Rbc Wealth Management | CONSULTANT | $0 | $56,633 |
| Moore Doeren Mayhew | OTHER SERVICES | $0 | $15,000 |