Owen-Ames-Kimball Co. Retirement Plan — Form 5500 plan (Owen-Ames-Kimball Co.)
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, Owen-Ames-Kimball Co. Retirement Plan is a benefit plan reported by Owen-Ames-Kimball Co. under EIN 38-0900420 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $34,784,219 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Owen-Ames-Kimball Co.
- EIN
- 38-0900420
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Rapids, MI
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $34,784,219
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20240927120836NAL0002061505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,784,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,784,219
- Net assets (BOY)
- $30,275,750
Income & contributions
- Employer contributions
- $1,781,120
- Participant contributions
- $1,130,401
- Total contributions
- $3,412,877
- Total income / additions
- $8,337,222
Expenses & distributions
- Benefits paid
- $3,782,199
- Administrative expenses
- $46,554
- Total expenses
- $3,828,753
- Net increase / (decrease)
- $4,508,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Grand Wealth Management LLC | NONE | $29,494 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORD KEEPER | $18,625 | not reported in the loaded dataset | 2023 |