Plan5500

Kone Inc. Employees' Retirement Plan — Form 5500 plan (Kone 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, Kone Inc. Employees' Retirement Plan is a benefit plan reported by Kone Inc. under EIN 36-2357423 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,907 participants and $168,060,820 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kone Inc.
EIN
36-2357423
Plan number
001
Plan type
2
Location
Lisle, IL
Latest filing year
2023
Participants
2,907
End-of-year plan assets
$168,060,820

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,907H, C20240928200223NAL0001861187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$168,060,820
Total liabilities (EOY)
$0
Net assets (EOY)
$168,060,820
Net assets (BOY)
$158,621,174

Income & contributions

Employer contributions
$10,600,000
Total contributions
$10,600,000
Total income / additions
$25,374,183

Expenses & distributions

Benefits paid
$14,656,863
Administrative expenses
$1,277,674
Total expenses
$15,934,537
Net increase / (decrease)
$9,439,646

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting, Inc.NONE KNOWN$714,185not reported in the loaded dataset2023
Aon Investment Usa Inc.NONE KNOWN$300,774not reported in the loaded dataset2023
Mcdermott Will & EmeryNONE KNOWN$176,468not reported in the loaded dataset2023
Principal Trust CompanyNONE KNOWN$45,277not reported in the loaded dataset2023
Plante & Moran, PllcNONE KNOWN$36,100not reported in the loaded dataset2023

Related Form 5500 pages