2023 Form 5500 filing — K-M Industries Holding Co., Inc. Employee 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 20241011132612NAL0022829105001) for K-M Industries Holding Co., Inc. Employee Retirement Savings Plan, reported by K-M Industries Holding Co., Inc. under EIN 94-1230192 and plan number 001. It reports 1,590 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$69.2MReported net assets$69,229,120
Participants1.6K1,590
Provider compensation$321K6 Schedule C row(s)$321,005
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011132612NAL0022829105001
- Plan sponsor
- K-M Industries Holding Co., Inc.
- EIN
- 94-1230192
- Plan number
- 001
- Location
- San Carlos, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$69.2M total assets
Net assets$69.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $69,229,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,229,120
- Employer contributions
- $1,078,912
- Participant contributions
- $4,650,480
- Total income / additions
- $19,883,534
- Benefits paid
- $7,763,496
- Administrative expenses
- $233,466
- Total expenses
- $7,997,533
- Net increase / (decrease)
- $11,886,001
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $122,432 | not reported in the loaded dataset |
| Royal Alliance Associates Inc | ADVISOR | $96,407 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $61,933 | $0 |
| Royal Alliance Associates Inc | ADVISOR | $25,606 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,327 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $6,300 | not reported in the loaded dataset |