2023 Form 5500 filing — Ktm North America Inc. 401(K) Profit Sharing Plan And Trust
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 20241011191748NAL0044916658001) for Ktm North America Inc. 401(K) Profit Sharing Plan And Trust, reported by Ktm North America, Inc. under EIN 34-1701652 and plan number 001. It reports 328 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)$18.8MReported net assets$18,792,843
Participants328
Provider compensation$87.1K2 Schedule C row(s)$87,112
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011191748NAL0044916658001
- Plan sponsor
- Ktm North America, Inc.
- EIN
- 34-1701652
- Plan number
- 001
- Location
- Murrieta, 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)$18.8M total assets
Net assets$18.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,792,843
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,792,843
- Employer contributions
- $537,192
- Participant contributions
- $1,820,569
- Total income / additions
- $5,473,451
- Benefits paid
- $1,346,668
- Administrative expenses
- $87,112
- Total expenses
- $1,447,724
- Net increase / (decrease)
- $4,025,727
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $47,994 | $0 |
| Mma Securities | ADVISOR | $39,118 | not reported in the loaded dataset |