Kalle Usa, LLC 401(K) Plan — Form 5500 plan (Kalle Usa, LLC)

Plain-English plan 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, Kalle Usa, LLC 401(K) Plan is a benefit plan reported by Kalle Usa, LLC under EIN 22-3585009 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $14,175,698 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kalle Usa, LLC
EIN
22-3585009
Plan number
001
Plan type
2
Location
Gurnee, IL
Latest filing year
2023
Participants
370
End-of-year plan assets
$14,175,698

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023370H, C20241015063058NAL0027719185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,175,698
Total liabilities (EOY)
$0
Net assets (EOY)
$14,175,698
Net assets (BOY)
$11,440,925

Income & contributions

Employer contributions
$464,007
Participant contributions
$905,482
Total contributions
$1,513,848
Total income / additions
$3,430,271

Expenses & distributions

Benefits paid
$659,508
Administrative expenses
$5,955
Total expenses
$695,498
Net increase / (decrease)
$2,734,773

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$5,954$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Td Ameritrade, Inc.SECURITES BROKER$0$02023

Related Form 5500 pages