Kiekert Usa, Inc. 401(K) Plan — Form 5500 plan (Kiekert Usa, 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, Kiekert Usa, Inc. 401(K) Plan is a benefit plan reported by Kiekert Usa, Inc. under EIN 38-2768500 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $24,551,972 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kiekert Usa, Inc.
EIN
38-2768500
Plan number
001
Plan type
2
Location
Wixom, MI
Latest filing year
2023
Participants
166
End-of-year plan assets
$24,551,972

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240927061804NAL0001960561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,551,972
Total liabilities (EOY)
$0
Net assets (EOY)
$24,551,972
Net assets (BOY)
$19,676,628

Income & contributions

Employer contributions
$826,992
Participant contributions
$1,151,209
Total contributions
$2,012,897
Total income / additions
$5,456,880

Expenses & distributions

Benefits paid
$485,980
Administrative expenses
$95,556
Total expenses
$581,536
Net increase / (decrease)
$4,875,344

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Captrust Investment AdvisorsINVESTMENT ADVISOR$60,696not reported in the loaded dataset2023
Milliman, Inc.NONE$34,860not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages