Kuhn North America Retirement Savings Plan — Form 5500 plan (Kuhn North America, 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, Kuhn North America Retirement Savings Plan is a benefit plan reported by Kuhn North America, Inc. under EIN 82-0566728 and plan number 001. The latest loaded filing year is 2023. The filing reports 925 participants and $100,050,149 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kuhn North America, Inc.
- EIN
- 82-0566728
- Plan number
- 001
- Plan type
- 2
- Location
- Brodhead, WI
- Latest filing year
- 2023
- Participants
- 925
- End-of-year plan assets
- $100,050,149
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 925 | H, C | 20240708074653NAL0013814289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,050,149
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,050,149
- Net assets (BOY)
- $87,959,059
Income & contributions
- Employer contributions
- $1,909,913
- Participant contributions
- $3,226,295
- Total contributions
- $5,516,065
- Total income / additions
- $23,069,276
Expenses & distributions
- Benefits paid
- $10,801,216
- Administrative expenses
- $167,315
- Total expenses
- $10,978,186
- Net increase / (decrease)
- $12,091,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $154,815 | not reported in the loaded dataset | 2023 |
| Oneamerica Inv Adv Services, LLC | NONE | $12,500 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kuhn North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Brodhead, WI
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Oneamerica Inv Adv Services, LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation