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KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 401k Plan overview

Plan NameKOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES
Plan identification number 006

KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

KOHLER CO. & SUBSIDIARIES has sponsored the creation of one or more 401k plans.

Company Name:KOHLER CO. & SUBSIDIARIES
Employer identification number (EIN):390402810
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01
0062017-01-01SHANNON NAUJOCK SHANNON NAUJOCK2018-10-09
0062016-01-01SHANNON NAUJOCK SHANNON NAUJOCK2017-10-12
0062015-01-01SHANNON NAUJOCK SHANNON NAUJOCK2016-10-16
0062014-01-01SHANNON NAUJOCK SHANNON NAUJOCK2015-10-14
0062013-01-01SHANNON NAUJOCK SHANNON NAUJOCK2014-10-14
0062012-01-01MARK SCHIFERL MARK SCHIFERL2013-10-11
0062011-01-01PHIL BORDEN
0062009-01-01MARK SCHIFERL MARK SCHIFERL2010-10-15
0062009-01-01MARK SCHIFERL MARK SCHIFERL2010-10-15

Plan Statistics for KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES

401k plan membership statisitcs for KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES

Measure Date Value
2022: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2022 401k membership
Total participants, beginning-of-year2022-01-015,775
Total number of active participants reported on line 7a of the Form 55002022-01-014,580
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-011,545
Total of all active and inactive participants2022-01-016,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-016,162
Number of participants with account balances2022-01-015,956
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01363
2021: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2021 401k membership
Total participants, beginning-of-year2021-01-015,499
Total number of active participants reported on line 7a of the Form 55002021-01-014,308
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-011,453
Total of all active and inactive participants2021-01-015,775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-015,792
Number of participants with account balances2021-01-015,522
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01276
2020: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2020 401k membership
Total participants, beginning-of-year2020-01-015,721
Total number of active participants reported on line 7a of the Form 55002020-01-014,023
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-011,453
Total of all active and inactive participants2020-01-015,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-015,499
Number of participants with account balances2020-01-015,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01284
2019: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2019 401k membership
Total participants, beginning-of-year2019-01-015,855
Total number of active participants reported on line 7a of the Form 55002019-01-014,375
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-011,328
Total of all active and inactive participants2019-01-015,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-015,721
Number of participants with account balances2019-01-015,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01332
2018: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2018 401k membership
Total participants, beginning-of-year2018-01-015,762
Total number of active participants reported on line 7a of the Form 55002018-01-014,656
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-011,180
Total of all active and inactive participants2018-01-015,845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0110
Total participants2018-01-015,855
Number of participants with account balances2018-01-015,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01221
2017: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2017 401k membership
Total participants, beginning-of-year2017-01-015,719
Total number of active participants reported on line 7a of the Form 55002017-01-014,652
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-011,092
Total of all active and inactive participants2017-01-015,753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-015,762
Number of participants with account balances2017-01-015,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01208
2016: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2016 401k membership
Total participants, beginning-of-year2016-01-015,419
Total number of active participants reported on line 7a of the Form 55002016-01-014,725
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-01976
Total of all active and inactive participants2016-01-015,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0111
Total participants2016-01-015,719
Number of participants with account balances2016-01-015,380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01160
2015: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2015 401k membership
Total participants, beginning-of-year2015-01-015,188
Total number of active participants reported on line 7a of the Form 55002015-01-014,442
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-01962
Total of all active and inactive participants2015-01-015,410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-015,419
Number of participants with account balances2015-01-015,016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01147
2014: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2014 401k membership
Total participants, beginning-of-year2014-01-015,152
Total number of active participants reported on line 7a of the Form 55002014-01-014,224
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-01949
Total of all active and inactive participants2014-01-015,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-015,188
Number of participants with account balances2014-01-014,801
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01158
2013: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2013 401k membership
Total participants, beginning-of-year2013-01-015,008
Total number of active participants reported on line 7a of the Form 55002013-01-014,224
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-01911
Total of all active and inactive participants2013-01-015,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-015,152
Number of participants with account balances2013-01-014,673
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01106
2012: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2012 401k membership
Total participants, beginning-of-year2012-01-015,143
Total number of active participants reported on line 7a of the Form 55002012-01-014,071
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-01921
Total of all active and inactive participants2012-01-015,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-015,008
Number of participants with account balances2012-01-014,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01114
2011: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2011 401k membership
Total participants, beginning-of-year2011-01-016,330
Total number of active participants reported on line 7a of the Form 55002011-01-014,130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,002
Total of all active and inactive participants2011-01-015,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0111
Total participants2011-01-015,143
Number of participants with account balances2011-01-014,442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01117
2009: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2009 401k membership
Total participants, beginning-of-year2009-01-016,718
Total number of active participants reported on line 7a of the Form 55002009-01-015,084
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01927
Total of all active and inactive participants2009-01-016,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-016,027
Number of participants with account balances2009-01-014,961
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01195

Financial Data on KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES

Measure Date Value
2022 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$3,237,122
Total transfer of assets from this plan2022-12-31$942,467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-74,121,364
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$57,865,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$56,260,468
Expenses. Certain deemed distributions of participant loans2022-12-31$2,497
Value of total corrective distributions2022-12-31$6,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$61,215,919
Value of total assets at end of year2022-12-31$758,219,644
Value of total assets at beginning of year2022-12-31$887,912,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,596,300
Total interest from all sources2022-12-31$200,907
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$42,037,146
Participant contributions at end of year2022-12-31$5,265,810
Participant contributions at beginning of year2022-12-31$5,301,064
Participant contributions at end of year2022-12-31$1,235,022
Participant contributions at beginning of year2022-12-31$1,127,736
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,661,988
Other income not declared elsewhere2022-12-31$585,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-131,987,013
Value of net assets at end of year (total assets less liabilities)2022-12-31$758,219,644
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$887,912,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,596,300
Interest on participant loans2022-12-31$200,907
Value of interest in master investment trust accounts at end of year2022-12-31$750,469,596
Value of interest in master investment trust accounts at beginning of year2022-12-31$880,464,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,516,785
Employer contributions (assets) at end of year2022-12-31$1,249,216
Employer contributions (assets) at beginning of year2022-12-31$1,018,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$56,260,468
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,413,749
Total transfer of assets from this plan2021-12-31$734,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$165,219,231
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$68,502,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$67,016,099
Value of total corrective distributions2021-12-31$916
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$54,315,034
Value of total assets at end of year2021-12-31$887,912,002
Value of total assets at beginning of year2021-12-31$790,516,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,485,756
Total interest from all sources2021-12-31$237,386
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$36,900,399
Participant contributions at end of year2021-12-31$5,301,064
Participant contributions at beginning of year2021-12-31$6,157,742
Participant contributions at end of year2021-12-31$1,127,736
Participant contributions at beginning of year2021-12-31$994,221
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,685,383
Other income not declared elsewhere2021-12-31$521,881
Administrative expenses (other) incurred2021-12-31$1,485,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$96,716,460
Value of net assets at end of year (total assets less liabilities)2021-12-31$887,912,002
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$790,516,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$237,386
Value of interest in master investment trust accounts at end of year2021-12-31$880,464,822
Value of interest in master investment trust accounts at beginning of year2021-12-31$782,562,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,729,252
Employer contributions (assets) at end of year2021-12-31$1,018,380
Employer contributions (assets) at beginning of year2021-12-31$802,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$67,016,099
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$1,121,455
Total transfer of assets from this plan2020-12-31$390,981
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$139,794,890
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$66,043,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$65,124,233
Expenses. Certain deemed distributions of participant loans2020-12-31$5,443
Value of total corrective distributions2020-12-31$3,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$49,168,279
Value of total assets at end of year2020-12-31$790,516,452
Value of total assets at beginning of year2020-12-31$716,034,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$910,321
Total interest from all sources2020-12-31$295,995
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$35,661,367
Participant contributions at end of year2020-12-31$6,157,742
Participant contributions at beginning of year2020-12-31$6,669,480
Participant contributions at end of year2020-12-31$994,221
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,942,407
Administrative expenses (other) incurred2020-12-31$910,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$73,751,474
Value of net assets at end of year (total assets less liabilities)2020-12-31$790,516,452
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$716,034,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$295,995
Value of interest in master investment trust accounts at end of year2020-12-31$782,562,373
Value of interest in master investment trust accounts at beginning of year2020-12-31$708,923,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,564,505
Employer contributions (assets) at end of year2020-12-31$802,116
Employer contributions (assets) at beginning of year2020-12-31$441,171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$65,124,233
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$1,535,530
Total transfer of assets from this plan2019-12-31$4,996,844
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$174,065,500
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$54,169,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$53,664,171
Expenses. Certain deemed distributions of participant loans2019-12-31$2,354
Value of total corrective distributions2019-12-31$336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$50,385,358
Value of total assets at end of year2019-12-31$716,034,504
Value of total assets at beginning of year2019-12-31$599,600,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$503,109
Total interest from all sources2019-12-31$294,929
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$35,212,560
Participant contributions at end of year2019-12-31$6,669,480
Participant contributions at beginning of year2019-12-31$6,525,208
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$6,687
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,451,071
Administrative expenses (other) incurred2019-12-31$503,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$119,895,530
Value of net assets at end of year (total assets less liabilities)2019-12-31$716,034,504
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$599,600,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$294,929
Value of interest in master investment trust accounts at end of year2019-12-31$708,923,853
Value of interest in master investment trust accounts at beginning of year2019-12-31$592,616,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,721,727
Employer contributions (assets) at end of year2019-12-31$441,171
Employer contributions (assets) at beginning of year2019-12-31$451,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$53,664,171
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$2,066,428
Total transfer of assets from this plan2018-12-31$786,461
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$16,341,167
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$50,186,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,796,329
Expenses. Certain deemed distributions of participant loans2018-12-31$51,521
Value of total corrective distributions2018-12-31$775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$46,847,719
Value of total assets at end of year2018-12-31$599,600,288
Value of total assets at beginning of year2018-12-31$632,165,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,338,072
Total interest from all sources2018-12-31$243,764
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$34,159,610
Participant contributions at end of year2018-12-31$6,525,208
Participant contributions at beginning of year2018-12-31$6,320,086
Participant contributions at end of year2018-12-31$6,687
Participant contributions at beginning of year2018-12-31$4,348
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,874,227
Other income not declared elsewhere2018-12-31$841,189
Administrative expenses (other) incurred2018-12-31$1,338,072
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,845,530
Value of net assets at end of year (total assets less liabilities)2018-12-31$599,600,288
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$632,165,851
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$243,764
Value of interest in master investment trust accounts at end of year2018-12-31$592,616,848
Value of interest in master investment trust accounts at beginning of year2018-12-31$625,303,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,813,882
Employer contributions (assets) at end of year2018-12-31$451,545
Employer contributions (assets) at beginning of year2018-12-31$538,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,796,329
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$1,816,438
Total transfer of assets from this plan2017-12-31$369,136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$131,829,159
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$46,350,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$45,573,847
Expenses. Certain deemed distributions of participant loans2017-12-31$2,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$46,191,480
Value of total assets at end of year2017-12-31$632,165,851
Value of total assets at beginning of year2017-12-31$545,240,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$774,828
Total interest from all sources2017-12-31$232,673
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$32,753,556
Participant contributions at end of year2017-12-31$6,320,086
Participant contributions at beginning of year2017-12-31$6,772,227
Participant contributions at end of year2017-12-31$4,348
Participant contributions at beginning of year2017-12-31$57,603
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,929,262
Administrative expenses (other) incurred2017-12-31$774,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$85,478,339
Value of net assets at end of year (total assets less liabilities)2017-12-31$632,165,851
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$545,240,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$232,673
Value of interest in master investment trust accounts at end of year2017-12-31$625,303,275
Value of interest in master investment trust accounts at beginning of year2017-12-31$537,701,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,508,662
Employer contributions (assets) at end of year2017-12-31$538,142
Employer contributions (assets) at beginning of year2017-12-31$708,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$45,573,847
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$1,155,927
Total transfer of assets from this plan2016-12-31$781,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$88,448,705
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,780,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,214,330
Expenses. Certain deemed distributions of participant loans2016-12-31$981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$44,188,034
Value of total assets at end of year2016-12-31$545,240,210
Value of total assets at beginning of year2016-12-31$492,196,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$564,823
Total interest from all sources2016-12-31$215,116
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$31,185,056
Participant contributions at end of year2016-12-31$6,772,227
Participant contributions at beginning of year2016-12-31$6,298,347
Participant contributions at end of year2016-12-31$57,603
Participant contributions at beginning of year2016-12-31$38,201
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,073,875
Administrative expenses (other) incurred2016-12-31$564,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$52,668,571
Value of net assets at end of year (total assets less liabilities)2016-12-31$545,240,210
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$492,196,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$215,116
Value of interest in master investment trust accounts at end of year2016-12-31$537,701,604
Value of interest in master investment trust accounts at beginning of year2016-12-31$485,230,154
Net gain/loss from 103.12 investment entities2016-12-31$44,045,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,929,103
Employer contributions (assets) at end of year2016-12-31$708,776
Employer contributions (assets) at beginning of year2016-12-31$630,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,214,330
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$1,846,763
Total transfer of assets from this plan2015-12-31$292,482
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$28,507,362
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$35,322,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,762,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$38,824,800
Value of total assets at end of year2015-12-31$492,196,843
Value of total assets at beginning of year2015-12-31$497,457,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$559,332
Total interest from all sources2015-12-31$198,754
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,781,880
Participant contributions at end of year2015-12-31$6,298,347
Participant contributions at beginning of year2015-12-31$5,890,148
Participant contributions at end of year2015-12-31$38,201
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,619,224
Administrative expenses (other) incurred2015-12-31$559,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,814,892
Value of net assets at end of year (total assets less liabilities)2015-12-31$492,196,843
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$497,457,454
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$198,754
Value of interest in master investment trust accounts at end of year2015-12-31$485,230,154
Value of interest in master investment trust accounts at beginning of year2015-12-31$490,954,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,423,696
Employer contributions (assets) at end of year2015-12-31$630,141
Employer contributions (assets) at beginning of year2015-12-31$612,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$34,762,922
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$749,280
Total transfer of assets from this plan2014-12-31$592,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$62,477,082
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$41,364,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$41,026,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$37,367,814
Value of total assets at end of year2014-12-31$497,457,454
Value of total assets at beginning of year2014-12-31$476,188,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$338,534
Total interest from all sources2014-12-31$196,444
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$26,950,229
Participant contributions at end of year2014-12-31$5,890,148
Participant contributions at beginning of year2014-12-31$5,883,745
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,434,189
Administrative expenses (other) incurred2014-12-31$338,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$21,112,169
Value of net assets at end of year (total assets less liabilities)2014-12-31$497,457,454
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$476,188,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$196,444
Value of interest in master investment trust accounts at end of year2014-12-31$490,954,386
Value of interest in master investment trust accounts at beginning of year2014-12-31$469,770,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,983,396
Employer contributions (assets) at end of year2014-12-31$612,920
Employer contributions (assets) at beginning of year2014-12-31$534,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$41,026,379
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$808,387
Total transfer of assets from this plan2013-12-31$560,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$111,259,494
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$28,992,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,716,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$33,091,669
Value of total assets at end of year2013-12-31$476,188,162
Value of total assets at beginning of year2013-12-31$393,673,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$275,916
Total interest from all sources2013-12-31$201,157
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$24,793,325
Participant contributions at end of year2013-12-31$5,883,745
Participant contributions at beginning of year2013-12-31$6,172,457
Participant contributions at beginning of year2013-12-31$615,600
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,088,899
Administrative expenses (other) incurred2013-12-31$275,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$82,266,717
Value of net assets at end of year (total assets less liabilities)2013-12-31$476,188,162
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$393,673,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$201,157
Value of interest in master investment trust accounts at end of year2013-12-31$469,770,073
Value of interest in master investment trust accounts at beginning of year2013-12-31$386,271,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,209,445
Employer contributions (assets) at end of year2013-12-31$534,344
Employer contributions (assets) at beginning of year2013-12-31$613,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$28,716,861
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$718,465
Total transfer of assets from this plan2012-12-31$367,722
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$72,446,285
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$28,632,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$28,386,028
Expenses. Certain deemed distributions of participant loans2012-12-31$35,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$30,196,509
Value of total assets at end of year2012-12-31$393,673,346
Value of total assets at beginning of year2012-12-31$349,508,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$210,523
Total interest from all sources2012-12-31$213,083
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$22,360,660
Participant contributions at end of year2012-12-31$6,172,457
Participant contributions at beginning of year2012-12-31$6,144,557
Participant contributions at end of year2012-12-31$615,600
Participant contributions at beginning of year2012-12-31$580,340
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,282,214
Administrative expenses (other) incurred2012-12-31$210,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$43,813,875
Value of net assets at end of year (total assets less liabilities)2012-12-31$393,673,346
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$349,508,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$213,083
Value of interest in master investment trust accounts at end of year2012-12-31$386,271,665
Value of interest in master investment trust accounts at beginning of year2012-12-31$342,284,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,553,635
Employer contributions (assets) at end of year2012-12-31$613,624
Employer contributions (assets) at beginning of year2012-12-31$499,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$28,386,028
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$8,650,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$9,708,757
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$23,302,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$23,166,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$27,851,321
Value of total assets at end of year2011-12-31$349,508,728
Value of total assets at beginning of year2011-12-31$371,753,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$136,289
Total interest from all sources2011-12-31$224,685
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$21,118,798
Participant contributions at end of year2011-12-31$6,144,557
Participant contributions at beginning of year2011-12-31$6,120,763
Participant contributions at end of year2011-12-31$580,340
Participant contributions at beginning of year2011-12-31$630,851
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,211,873
Administrative expenses (other) incurred2011-12-31$136,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-13,594,051
Value of net assets at end of year (total assets less liabilities)2011-12-31$349,508,728
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$371,753,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$224,685
Value of interest in master investment trust accounts at end of year2011-12-31$342,284,384
Value of interest in master investment trust accounts at beginning of year2011-12-31$364,579,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,520,650
Employer contributions (assets) at end of year2011-12-31$499,447
Employer contributions (assets) at beginning of year2011-12-31$422,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$23,166,519
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$301,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$72,266,084
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$25,570,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$25,478,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$28,551,260
Value of total assets at end of year2010-12-31$371,753,168
Value of total assets at beginning of year2010-12-31$324,755,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$91,539
Total interest from all sources2010-12-31$254,667
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,173,784
Participant contributions at end of year2010-12-31$6,120,763
Participant contributions at beginning of year2010-12-31$5,291,949
Participant contributions at end of year2010-12-31$630,851
Participant contributions at beginning of year2010-12-31$653,238
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$817,867
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$481,999
Administrative expenses (other) incurred2010-12-31$91,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$46,696,002
Value of net assets at end of year (total assets less liabilities)2010-12-31$371,753,168
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$324,755,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$254,667
Value of interest in master investment trust accounts at end of year2010-12-31$364,579,301
Value of interest in master investment trust accounts at beginning of year2010-12-31$318,398,312
Net investment gain or loss from common/collective trusts2010-12-31$422,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$6,559,609
Employer contributions (assets) at end of year2010-12-31$422,253
Employer contributions (assets) at beginning of year2010-12-31$412,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$24,996,544
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES

2022: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KOHLER CO. 401(K) SAVINGS PLAN FOR ADMINISTRATIVE ASSOCIATES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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