2023 Form 5500 filing — Kosei St. Marys Corporation Associates' Retirement 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 20250109092338NAL0020029504001) for Kosei St. Marys Corporation Associates' Retirement Plan, reported by Kosei St. Marys Corporation under EIN 34-1564600 and plan number 001. It reports 380 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109092338NAL0020029504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kosei St. Marys Corporation
- EIN
- 34-1564600
- Plan number
- 001
- Location
- St. Marys, OH
- Participants
- 380
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,031,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,031,432
- Employer contributions
- $814,150
- Participant contributions
- $1,138,112
- Total income / additions
- $9,372,699
- Benefits paid
- $5,899,870
- Administrative expenses
- $41,855
- Total expenses
- $5,945,497
- Net increase / (decrease)
- $3,427,202
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $41,855 | $0 |