Plan5500

Kimball Electronics Retirement Plan — Form 5500 plan (Kimball Electronics, Inc.)

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, Kimball Electronics Retirement Plan is a benefit plan reported by Kimball Electronics, Inc. under EIN 35-2047713 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,558 participants and $141,199,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kimball Electronics, Inc.
EIN
35-2047713
Plan number
001
Plan type
2
Location
Jasper, IN
Latest filing year
2023
Participants
1,558
End-of-year plan assets
$141,199,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,558H, C20240730111135NAL0019929329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$141,199,382
Total liabilities (EOY)
$0
Net assets (EOY)
$141,199,382
Net assets (BOY)
$133,758,179

Income & contributions

Employer contributions
$1,249,435
Participant contributions
$4,126,093
Total contributions
$5,721,164
Total income / additions
$13,194,885

Expenses & distributions

Benefits paid
$5,690,310
Administrative expenses
$63,372
Total expenses
$5,753,682
Net increase / (decrease)
$7,441,203

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$54,991$02023
Vanguard Advisers Inc.NONE$10,931not reported in the loaded dataset2023

Related Form 5500 pages