Kdv Label, LLC Retirement Plan — Form 5500 plan (Kdv Label, LLC)

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, Kdv Label, LLC Retirement Plan is a benefit plan reported by Kdv Label, LLC under EIN 39-1250937 and plan number 001. The latest loaded filing year is 2023. The filing reports 147 participants and $16,454,822 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kdv Label, LLC
EIN
39-1250937
Plan number
001
Plan type
2
Location
Waukesha, WI
Latest filing year
2023
Participants
147
End-of-year plan assets
$16,454,822

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023147H, C20241004102945NAL0011306705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,454,822
Total liabilities (EOY)
$0
Net assets (EOY)
$16,454,822
Net assets (BOY)
$14,876,530

Income & contributions

Employer contributions
$339,609
Participant contributions
$464,459
Total contributions
$818,749
Total income / additions
$3,562,603

Expenses & distributions

Benefits paid
$1,925,346
Administrative expenses
$50,548
Total expenses
$1,984,311
Net increase / (decrease)
$1,578,292

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankNONE$50,548$02023

Related Form 5500 pages