Kenmode Tool And Engineering, Inc. 401(K) Plan — Form 5500 plan (Kenmode Tool & Engineering, 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, Kenmode Tool And Engineering, Inc. 401(K) Plan is a benefit plan reported by Kenmode Tool & Engineering, Inc. under EIN 36-2426263 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $20,820,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kenmode Tool & Engineering, Inc.
EIN
36-2426263
Plan number
001
Plan type
2
Location
Algonquin, IL
Latest filing year
2023
Participants
162
End-of-year plan assets
$20,820,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240927090156NAL0003255808001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,820,161
Total liabilities (EOY)
$0
Net assets (EOY)
$20,820,161
Net assets (BOY)
$17,409,269

Income & contributions

Employer contributions
$396,872
Participant contributions
$872,207
Total contributions
$1,305,052
Total income / additions
$4,177,732

Expenses & distributions

Benefits paid
$717,636
Administrative expenses
$49,204
Total expenses
$766,840
Net increase / (decrease)
$3,410,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$30,000not reported in the loaded dataset2023
Jpmorgan Invest Holdings LLCRECORDKEEPER$19,204$02023

Related Form 5500 pages