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KIMBALL ELECTRONICS RETIREMENT PLAN 401k Plan overview

Plan NameKIMBALL ELECTRONICS RETIREMENT PLAN
Plan identification number 001

KIMBALL ELECTRONICS RETIREMENT PLAN 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.
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KIMBALL ELECTRONICS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KIMBALL ELECTRONICS, INC.
Employer identification number (EIN):352047713
NAIC Classification:334410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIMBALL ELECTRONICS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01AMY J GILBERT
0012023-07-01
0012023-07-01AMY MORRIS
0012022-07-01
0012022-07-01SHERRY G FISCHER
0012021-07-01
0012021-07-01SHERRY G FISCHER
0012020-07-01
0012017-07-01SHERRY FISCHER JOHN H. KAHLE2019-01-23
0012016-07-01SHERRY FISCHER JOHN H. KAHLE2018-01-24
0012015-07-01SHERRY FISCHER JOHN H. KAHLE2017-01-24
0012014-10-31SHERRY FISCHER JOHN KAHLE2016-01-20

Plan Statistics for KIMBALL ELECTRONICS RETIREMENT PLAN

401k plan membership statisitcs for KIMBALL ELECTRONICS RETIREMENT PLAN

Measure Date Value
2023: KIMBALL ELECTRONICS RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-07-011,558
Total number of active participants reported on line 7a of the Form 55002023-07-011,282
Number of retired or separated participants receiving benefits2023-07-0116
Number of other retired or separated participants entitled to future benefits2023-07-01334
Total of all active and inactive participants2023-07-011,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-07-013
Total participants2023-07-011,635
Number of participants with account balances2023-07-011,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-07-010
2022: KIMBALL ELECTRONICS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-011,479
Total number of active participants reported on line 7a of the Form 55002022-07-011,252
Number of retired or separated participants receiving benefits2022-07-0116
Number of other retired or separated participants entitled to future benefits2022-07-01286
Total of all active and inactive participants2022-07-011,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-014
Total participants2022-07-011,558
Number of participants with account balances2022-07-011,530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: KIMBALL ELECTRONICS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,464
Total number of active participants reported on line 7a of the Form 55002021-07-011,190
Number of retired or separated participants receiving benefits2021-07-0113
Number of other retired or separated participants entitled to future benefits2021-07-01275
Total of all active and inactive participants2021-07-011,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-011,479
Number of participants with account balances2021-07-011,447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: KIMBALL ELECTRONICS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,477
Total number of active participants reported on line 7a of the Form 55002020-07-011,222
Number of retired or separated participants receiving benefits2020-07-018
Number of other retired or separated participants entitled to future benefits2020-07-01232
Total of all active and inactive participants2020-07-011,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-011,464
Number of participants with account balances2020-07-011,440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-01154
2017: KIMBALL ELECTRONICS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,060
Total number of active participants reported on line 7a of the Form 55002017-07-011,086
Number of retired or separated participants receiving benefits2017-07-014
Number of other retired or separated participants entitled to future benefits2017-07-01127
Total of all active and inactive participants2017-07-011,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-011,218
Number of participants with account balances2017-07-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0171
2016: KIMBALL ELECTRONICS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01842
Total number of active participants reported on line 7a of the Form 55002016-07-01973
Number of retired or separated participants receiving benefits2016-07-011
Number of other retired or separated participants entitled to future benefits2016-07-0185
Total of all active and inactive participants2016-07-011,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-011,060
Number of participants with account balances2016-07-011,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0138
2015: KIMBALL ELECTRONICS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01833
Total number of active participants reported on line 7a of the Form 55002015-07-01767
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0174
Total of all active and inactive participants2015-07-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01842
Number of participants with account balances2015-07-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0148
2014: KIMBALL ELECTRONICS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-310
Total number of active participants reported on line 7a of the Form 55002014-10-31799
Number of retired or separated participants receiving benefits2014-10-310
Number of other retired or separated participants entitled to future benefits2014-10-3134
Total of all active and inactive participants2014-10-31833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-310
Total participants2014-10-31833
Number of participants with account balances2014-10-31825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-3112

Financial Data on KIMBALL ELECTRONICS RETIREMENT PLAN

Measure Date Value
2023 : KIMBALL ELECTRONICS RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$-143,687
Total unrealized appreciation/depreciation of assets2023-12-31$-143,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$13,194,885
Total loss/gain on sale of assets2023-12-31$946
Total of all expenses incurred2023-12-31$5,753,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,690,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,721,164
Value of total assets at end of year2023-12-31$141,199,382
Value of total assets at beginning of year2023-12-31$133,758,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$63,372
Total interest from all sources2023-12-31$50,952
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,814,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,814,506
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$4,126,093
Participant contributions at end of year2023-12-31$1,372,876
Participant contributions at beginning of year2023-12-31$1,313,264
Participant contributions at end of year2023-12-31$38,771
Participant contributions at beginning of year2023-12-31$1,688
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$345,636
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$418
Other income not declared elsewhere2023-12-31$1,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$7,441,203
Value of net assets at end of year (total assets less liabilities)2023-12-31$141,199,382
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$133,758,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$12,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$121,723,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$111,024,644
Interest on participant loans2023-12-31$50,952
Value of interest in common/collective trusts at end of year2023-12-31$12,472,387
Value of interest in common/collective trusts at beginning of year2023-12-31$12,471,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,587,849
Net investment gain or loss from common/collective trusts2023-12-31$162,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$5,577,134
Assets. Invements in employer securities at beginning of year2023-12-31$5,621,218
Contributions received in cash from employer2023-12-31$1,249,435
Employer contributions (assets) at end of year2023-12-31$15,046
Employer contributions (assets) at beginning of year2023-12-31$3,326,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,689,892
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$207,010
Aggregate carrying amount (costs) on sale of assets2023-12-31$206,064
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE
Accountancy firm EIN2023-12-31350921680
Unrealized appreciation/depreciation of other (non real estate) assets2023-07-01$-143,687
Total unrealized appreciation/depreciation of assets2023-07-01$-143,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-01$0
Total income from all sources (including contributions)2023-07-01$13,194,885
Total loss/gain on sale of assets2023-07-01$946
Total of all expenses incurred2023-07-01$5,753,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-01$5,690,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-01$5,721,164
Value of total assets at end of year2023-07-01$141,199,382
Value of total assets at beginning of year2023-07-01$133,758,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-01$63,372
Total interest from all sources2023-07-01$50,952
Total dividends received (eg from common stock, registered investment company shares)2023-07-01$2,814,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-07-01$2,814,506
Was this plan covered by a fidelity bond2023-07-01Yes
Value of fidelity bond cover2023-07-01$10,000,000
If this is an individual account plan, was there a blackout period2023-07-01No
Were there any nonexempt tranactions with any party-in-interest2023-07-01No
Contributions received from participants2023-07-01$4,126,093
Participant contributions at end of year2023-07-01$1,372,876
Participant contributions at beginning of year2023-07-01$1,313,264
Participant contributions at end of year2023-07-01$38,771
Participant contributions at beginning of year2023-07-01$1,688
Income. Received or receivable in cash from other sources (including rollovers)2023-07-01$345,636
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-07-01$418
Other income not declared elsewhere2023-07-01$1,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-01No
Value of net income/loss2023-07-01$7,441,203
Value of net assets at end of year (total assets less liabilities)2023-07-01$141,199,382
Value of net assets at beginning of year (total assets less liabilities)2023-07-01$133,758,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-01No
Were any leases to which the plan was party in default or uncollectible2023-07-01No
Investment advisory and management fees2023-07-01$12,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-07-01$121,723,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-07-01$111,024,644
Interest on participant loans2023-07-01$50,952
Value of interest in common/collective trusts at end of year2023-07-01$12,472,387
Value of interest in common/collective trusts at beginning of year2023-07-01$12,471,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-07-01$4,587,849
Net investment gain or loss from common/collective trusts2023-07-01$162,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-01No
Was there a failure to transmit to the plan any participant contributions2023-07-01No
Has the plan failed to provide any benefit when due under the plan2023-07-01No
Assets. Invements in employer securities at end of year2023-07-01$5,577,134
Assets. Invements in employer securities at beginning of year2023-07-01$5,621,218
Contributions received in cash from employer2023-07-01$1,249,435
Employer contributions (assets) at end of year2023-07-01$15,046
Employer contributions (assets) at beginning of year2023-07-01$3,326,295
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-07-01$5,689,892
Did the plan have assets held for investment2023-07-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-01No
Aggregate proceeds on sale of assets2023-07-01$207,010
Aggregate carrying amount (costs) on sale of assets2023-07-01$206,064
Opinion of an independent qualified public accountant for this plan2023-07-011
Accountancy firm name2023-07-01CROWE
Accountancy firm EIN2023-07-01350921680
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$1,499,256
Total unrealized appreciation/depreciation of assets2023-06-30$1,499,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$27,506,263
Total loss/gain on sale of assets2023-06-30$295,327
Total of all expenses incurred2023-06-30$15,017,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$14,892,515
Value of total corrective distributions2023-06-30$512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$13,326,812
Value of total assets at end of year2023-06-30$133,758,179
Value of total assets at beginning of year2023-06-30$121,269,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$124,432
Total interest from all sources2023-06-30$75,875
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$3,263,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$3,263,987
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$10,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$7,144,252
Participant contributions at end of year2023-06-30$1,313,264
Participant contributions at beginning of year2023-06-30$1,343,221
Participant contributions at end of year2023-06-30$1,688
Participant contributions at beginning of year2023-06-30$202,704
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$765,137
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$458
Other income not declared elsewhere2023-06-30$5,183
Administrative expenses (other) incurred2023-06-30$124,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$12,488,804
Value of net assets at end of year (total assets less liabilities)2023-06-30$133,758,179
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$121,269,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$111,024,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$99,691,011
Interest on participant loans2023-06-30$75,875
Value of interest in common/collective trusts at end of year2023-06-30$12,471,070
Value of interest in common/collective trusts at beginning of year2023-06-30$12,478,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$8,788,560
Net investment gain or loss from common/collective trusts2023-06-30$251,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Assets. Invements in employer securities at end of year2023-06-30$5,621,218
Assets. Invements in employer securities at beginning of year2023-06-30$4,571,204
Contributions received in cash from employer2023-06-30$5,417,423
Employer contributions (assets) at end of year2023-06-30$3,326,295
Employer contributions (assets) at beginning of year2023-06-30$2,983,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$14,892,057
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Aggregate proceeds on sale of assets2023-06-30$1,558,114
Aggregate carrying amount (costs) on sale of assets2023-06-30$1,262,787
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30CROWE
Accountancy firm EIN2023-06-30350921680
2022 : KIMBALL ELECTRONICS RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-07-01$1,499,256
Total unrealized appreciation/depreciation of assets2022-07-01$1,499,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-01$0
Total income from all sources (including contributions)2022-07-01$27,506,263
Total loss/gain on sale of assets2022-07-01$295,327
Total of all expenses incurred2022-07-01$15,017,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-01$14,892,515
Value of total corrective distributions2022-07-01$512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-01$13,326,812
Value of total assets at end of year2022-07-01$133,758,179
Value of total assets at beginning of year2022-07-01$121,269,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-01$124,432
Total interest from all sources2022-07-01$75,875
Total dividends received (eg from common stock, registered investment company shares)2022-07-01$3,263,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-01$3,263,987
Was this plan covered by a fidelity bond2022-07-01Yes
Value of fidelity bond cover2022-07-01$10,000,000
If this is an individual account plan, was there a blackout period2022-07-01No
Were there any nonexempt tranactions with any party-in-interest2022-07-01No
Contributions received from participants2022-07-01$7,144,252
Participant contributions at end of year2022-07-01$1,313,264
Participant contributions at beginning of year2022-07-01$1,343,221
Participant contributions at end of year2022-07-01$1,688
Participant contributions at beginning of year2022-07-01$202,704
Income. Received or receivable in cash from other sources (including rollovers)2022-07-01$765,137
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-07-01$458
Other income not declared elsewhere2022-07-01$5,183
Administrative expenses (other) incurred2022-07-01$124,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-01No
Value of net income/loss2022-07-01$12,488,804
Value of net assets at end of year (total assets less liabilities)2022-07-01$133,758,179
Value of net assets at beginning of year (total assets less liabilities)2022-07-01$121,269,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-01No
Were any leases to which the plan was party in default or uncollectible2022-07-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-01$111,024,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-01$99,691,011
Interest on participant loans2022-07-01$75,875
Value of interest in common/collective trusts at end of year2022-07-01$12,471,070
Value of interest in common/collective trusts at beginning of year2022-07-01$12,478,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-01$8,788,560
Net investment gain or loss from common/collective trusts2022-07-01$251,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-01No
Was there a failure to transmit to the plan any participant contributions2022-07-01No
Has the plan failed to provide any benefit when due under the plan2022-07-01No
Assets. Invements in employer securities at end of year2022-07-01$5,621,218
Assets. Invements in employer securities at beginning of year2022-07-01$4,571,204
Contributions received in cash from employer2022-07-01$5,417,423
Employer contributions (assets) at end of year2022-07-01$3,326,295
Employer contributions (assets) at beginning of year2022-07-01$2,983,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-01$14,892,057
Did the plan have assets held for investment2022-07-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-01No
Aggregate proceeds on sale of assets2022-07-01$1,558,114
Aggregate carrying amount (costs) on sale of assets2022-07-01$1,262,787
Opinion of an independent qualified public accountant for this plan2022-07-011
Accountancy firm name2022-07-01CROWE
Accountancy firm EIN2022-07-01350921680
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-302,435
Total unrealized appreciation/depreciation of assets2022-06-30$-302,435
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-5,792,077
Total loss/gain on sale of assets2022-06-30$89,248
Total of all expenses incurred2022-06-30$13,856,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$13,720,084
Value of total corrective distributions2022-06-30$3,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$11,753,150
Value of total assets at end of year2022-06-30$121,269,375
Value of total assets at beginning of year2022-06-30$140,917,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$132,300
Total interest from all sources2022-06-30$71,292
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$6,008,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$6,008,002
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$7,092,429
Participant contributions at end of year2022-06-30$1,343,221
Participant contributions at beginning of year2022-06-30$1,236,374
Participant contributions at end of year2022-06-30$202,704
Participant contributions at beginning of year2022-06-30$195,730
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$718,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$15,186
Other income not declared elsewhere2022-06-30$18,455
Administrative expenses (other) incurred2022-06-30$132,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-19,648,380
Value of net assets at end of year (total assets less liabilities)2022-06-30$121,269,375
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$140,917,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$99,691,011
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$122,148,484
Interest on participant loans2022-06-30$71,292
Value of interest in common/collective trusts at end of year2022-06-30$12,478,094
Value of interest in common/collective trusts at beginning of year2022-06-30$11,154,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-23,590,881
Net investment gain or loss from common/collective trusts2022-06-30$161,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$4,571,204
Assets. Invements in employer securities at beginning of year2022-06-30$4,282,534
Contributions received in cash from employer2022-06-30$3,942,601
Employer contributions (assets) at end of year2022-06-30$2,983,141
Employer contributions (assets) at beginning of year2022-06-30$1,900,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$13,704,898
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$692,710
Aggregate carrying amount (costs) on sale of assets2022-06-30$603,462
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30CROWE
Accountancy firm EIN2022-06-30350921680
2021 : KIMBALL ELECTRONICS RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$1,573,555
Total unrealized appreciation/depreciation of assets2021-06-30$1,573,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$39,861,734
Total loss/gain on sale of assets2021-06-30$274,214
Total of all expenses incurred2021-06-30$7,833,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$7,682,577
Value of total corrective distributions2021-06-30$1,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$8,528,441
Value of total assets at end of year2021-06-30$140,917,755
Value of total assets at beginning of year2021-06-30$108,889,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$149,494
Total interest from all sources2021-06-30$73,385
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$3,115,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$3,115,512
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$5,911,347
Participant contributions at end of year2021-06-30$1,236,374
Participant contributions at beginning of year2021-06-30$1,108,402
Participant contributions at end of year2021-06-30$195,730
Participant contributions at beginning of year2021-06-30$164,360
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$716,651
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$1,312
Other income not declared elsewhere2021-06-30$4,763
Administrative expenses (other) incurred2021-06-30$149,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$32,027,865
Value of net assets at end of year (total assets less liabilities)2021-06-30$140,917,755
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$108,889,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$122,148,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$95,609,749
Interest on participant loans2021-06-30$73,385
Value of interest in common/collective trusts at end of year2021-06-30$11,154,190
Value of interest in common/collective trusts at beginning of year2021-06-30$7,017,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$26,135,401
Net investment gain or loss from common/collective trusts2021-06-30$156,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$4,282,534
Assets. Invements in employer securities at beginning of year2021-06-30$3,021,806
Contributions received in cash from employer2021-06-30$1,900,443
Employer contributions (assets) at end of year2021-06-30$1,900,443
Employer contributions (assets) at beginning of year2021-06-30$1,968,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$7,681,265
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$1,109,147
Aggregate carrying amount (costs) on sale of assets2021-06-30$834,933
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30RSM US LLP
Accountancy firm EIN2021-06-30420714325
2020 : KIMBALL ELECTRONICS RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-239,185
Total unrealized appreciation/depreciation of assets2020-06-30$-239,185
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$14,262,321
Total loss/gain on sale of assets2020-06-30$-2,711
Total of all expenses incurred2020-06-30$7,203,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$7,078,986
Value of total corrective distributions2020-06-30$182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$8,426,209
Value of total assets at end of year2020-06-30$108,889,890
Value of total assets at beginning of year2020-06-30$101,830,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$124,180
Total interest from all sources2020-06-30$77,099
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$2,820,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$2,820,212
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$5,608,581
Participant contributions at end of year2020-06-30$1,108,402
Participant contributions at beginning of year2020-06-30$1,316,248
Participant contributions at end of year2020-06-30$164,360
Participant contributions at beginning of year2020-06-30$157,584
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$849,067
Other income not declared elsewhere2020-06-30$4,655
Administrative expenses (other) incurred2020-06-30$124,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$7,058,973
Value of net assets at end of year (total assets less liabilities)2020-06-30$108,889,890
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$101,830,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$95,609,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$89,906,199
Interest on participant loans2020-06-30$77,099
Value of interest in common/collective trusts at end of year2020-06-30$7,017,012
Value of interest in common/collective trusts at beginning of year2020-06-30$5,900,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,024,753
Net investment gain or loss from common/collective trusts2020-06-30$151,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$3,021,806
Assets. Invements in employer securities at beginning of year2020-06-30$2,680,137
Contributions received in cash from employer2020-06-30$1,968,561
Employer contributions (assets) at end of year2020-06-30$1,968,561
Employer contributions (assets) at beginning of year2020-06-30$1,870,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$7,078,986
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$514,462
Aggregate carrying amount (costs) on sale of assets2020-06-30$517,173
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30RSM US LLP
Accountancy firm EIN2020-06-30420714325
2019 : KIMBALL ELECTRONICS RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$-311,897
Total unrealized appreciation/depreciation of assets2019-06-30$-311,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$13,035,469
Total loss/gain on sale of assets2019-06-30$2,255
Total of all expenses incurred2019-06-30$5,970,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$5,855,284
Value of total corrective distributions2019-06-30$6,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$7,803,280
Value of total assets at end of year2019-06-30$101,830,917
Value of total assets at beginning of year2019-06-30$94,765,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$108,895
Total interest from all sources2019-06-30$82,814
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$3,103,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$3,103,015
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$5,355,773
Participant contributions at end of year2019-06-30$1,316,248
Participant contributions at beginning of year2019-06-30$1,310,320
Participant contributions at end of year2019-06-30$157,584
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$577,414
Other income not declared elsewhere2019-06-30$4,346
Administrative expenses (other) incurred2019-06-30$108,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$7,064,969
Value of net assets at end of year (total assets less liabilities)2019-06-30$101,830,917
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$94,765,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$89,906,199
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$82,812,015
Interest on participant loans2019-06-30$82,814
Value of interest in common/collective trusts at end of year2019-06-30$5,900,656
Value of interest in common/collective trusts at beginning of year2019-06-30$6,110,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,211,876
Net investment gain or loss from common/collective trusts2019-06-30$139,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Invements in employer securities at end of year2019-06-30$2,680,137
Assets. Invements in employer securities at beginning of year2019-06-30$2,812,743
Contributions received in cash from employer2019-06-30$1,870,093
Employer contributions (assets) at end of year2019-06-30$1,870,093
Employer contributions (assets) at beginning of year2019-06-30$1,720,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$5,855,284
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$233,327
Aggregate carrying amount (costs) on sale of assets2019-06-30$231,072
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30RSM US LLP
Accountancy firm EIN2019-06-30420714325
2018 : KIMBALL ELECTRONICS RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$22,540
Total unrealized appreciation/depreciation of assets2018-06-30$22,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$14,581,791
Total loss/gain on sale of assets2018-06-30$18,916
Total of all expenses incurred2018-06-30$4,881,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$4,784,117
Value of total corrective distributions2018-06-30$222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$6,871,710
Value of total assets at end of year2018-06-30$94,765,948
Value of total assets at beginning of year2018-06-30$85,066,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$97,599
Total interest from all sources2018-06-30$73,962
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$2,226,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$2,226,683
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$4,418,509
Participant contributions at end of year2018-06-30$1,310,320
Participant contributions at beginning of year2018-06-30$1,233,549
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$732,331
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$240
Other income not declared elsewhere2018-06-30$1,006
Administrative expenses (other) incurred2018-06-30$97,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$9,699,853
Value of net assets at end of year (total assets less liabilities)2018-06-30$94,765,948
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$85,066,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$82,812,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$74,329,503
Interest on participant loans2018-06-30$73,962
Value of interest in common/collective trusts at end of year2018-06-30$6,110,000
Value of interest in common/collective trusts at beginning of year2018-06-30$5,503,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$5,252,996
Net investment gain or loss from common/collective trusts2018-06-30$113,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$2,812,743
Assets. Invements in employer securities at beginning of year2018-06-30$2,532,872
Contributions received in cash from employer2018-06-30$1,720,870
Employer contributions (assets) at end of year2018-06-30$1,720,870
Employer contributions (assets) at beginning of year2018-06-30$1,466,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$4,783,877
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$159,249
Aggregate carrying amount (costs) on sale of assets2018-06-30$140,333
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30RSM US LLP
Accountancy firm EIN2018-06-30420714325
2017 : KIMBALL ELECTRONICS RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$747,241
Total unrealized appreciation/depreciation of assets2017-06-30$747,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$16,573,890
Total loss/gain on sale of assets2017-06-30$68,504
Total of all expenses incurred2017-06-30$5,227,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$5,203,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$6,419,294
Value of total assets at end of year2017-06-30$85,066,095
Value of total assets at beginning of year2017-06-30$73,720,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$24,468
Total interest from all sources2017-06-30$63,534
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$2,263,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$2,263,223
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$3,571,361
Participant contributions at end of year2017-06-30$1,233,549
Participant contributions at beginning of year2017-06-30$1,171,536
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$14,069
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,381,632
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$548
Other income not declared elsewhere2017-06-30$2,005
Administrative expenses (other) incurred2017-06-30$24,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$11,345,916
Value of net assets at end of year (total assets less liabilities)2017-06-30$85,066,095
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$73,720,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$74,329,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$65,632,791
Interest on participant loans2017-06-30$63,534
Value of interest in common/collective trusts at end of year2017-06-30$5,503,870
Value of interest in common/collective trusts at beginning of year2017-06-30$3,845,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$6,986,301
Net investment gain or loss from common/collective trusts2017-06-30$23,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$2,532,872
Assets. Invements in employer securities at beginning of year2017-06-30$1,813,743
Contributions received in cash from employer2017-06-30$1,466,301
Employer contributions (assets) at end of year2017-06-30$1,466,301
Employer contributions (assets) at beginning of year2017-06-30$1,242,760
Income. Dividends from common stock2017-06-30$14
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$5,202,958
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$405,536
Aggregate carrying amount (costs) on sale of assets2017-06-30$337,032
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-06-30133891517
2016 : KIMBALL ELECTRONICS RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-241,911
Total unrealized appreciation/depreciation of assets2016-06-30$-241,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$4,533,800
Total loss/gain on sale of assets2016-06-30$-62,370
Total of all expenses incurred2016-06-30$4,130,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$4,103,129
Value of total corrective distributions2016-06-30$1,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$4,569,733
Value of total assets at end of year2016-06-30$73,720,179
Value of total assets at beginning of year2016-06-30$73,316,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$25,762
Total interest from all sources2016-06-30$63,690
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$2,866,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$2,865,556
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$3,208,349
Participant contributions at end of year2016-06-30$1,171,536
Participant contributions at beginning of year2016-06-30$1,272,216
Participant contributions at end of year2016-06-30$14,069
Participant contributions at beginning of year2016-06-30$16,069
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$118,624
Other income not declared elsewhere2016-06-30$917
Administrative expenses (other) incurred2016-06-30$25,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$403,604
Value of net assets at end of year (total assets less liabilities)2016-06-30$73,720,179
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$73,316,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$65,632,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$64,463,940
Interest on participant loans2016-06-30$63,690
Value of interest in common/collective trusts at end of year2016-06-30$3,845,280
Value of interest in common/collective trusts at beginning of year2016-06-30$3,674,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-2,687,180
Net investment gain or loss from common/collective trusts2016-06-30$24,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Assets. Invements in employer securities at end of year2016-06-30$1,813,743
Assets. Invements in employer securities at beginning of year2016-06-30$2,571,234
Contributions received in cash from employer2016-06-30$1,242,760
Employer contributions (assets) at end of year2016-06-30$1,242,760
Employer contributions (assets) at beginning of year2016-06-30$1,318,219
Income. Dividends from common stock2016-06-30$539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$4,103,129
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$-387,815
Aggregate carrying amount (costs) on sale of assets2016-06-30$-325,445
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2016-06-30133891517
2015 : KIMBALL ELECTRONICS RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$579,078
Total unrealized appreciation/depreciation of assets2015-06-30$579,078
Total transfer of assets to this plan2015-06-30$68,599,251
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$6,022,094
Total loss/gain on sale of assets2015-06-30$244,036
Total of all expenses incurred2015-06-30$1,304,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,304,491
Value of total corrective distributions2015-06-30$72
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$3,457,197
Value of total assets at end of year2015-06-30$73,316,575
Value of total assets at beginning of year2015-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$207
Total interest from all sources2015-06-30$41,840
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$2,514,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$2,508,277
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
If this is an individual account plan, was there a blackout period2015-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$1,870,714
Participant contributions at end of year2015-06-30$1,272,216
Participant contributions at beginning of year2015-06-30$0
Participant contributions at end of year2015-06-30$16,069
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$267,845
Other income not declared elsewhere2015-06-30$28
Administrative expenses (other) incurred2015-06-30$207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$4,717,324
Value of net assets at end of year (total assets less liabilities)2015-06-30$73,316,575
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$64,463,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$0
Interest on participant loans2015-06-30$41,840
Value of interest in common/collective trusts at end of year2015-06-30$3,674,897
Value of interest in common/collective trusts at beginning of year2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-966,757
Net investment gain or loss from common/collective trusts2015-06-30$151,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Assets. Invements in employer securities at end of year2015-06-30$2,571,234
Assets. Invements in employer securities at beginning of year2015-06-30$0
Contributions received in cash from employer2015-06-30$1,318,638
Employer contributions (assets) at end of year2015-06-30$1,318,219
Employer contributions (assets) at beginning of year2015-06-30$0
Income. Dividends from common stock2015-06-30$6,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,304,491
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30Yes
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$1,021,180
Aggregate carrying amount (costs) on sale of assets2015-06-30$777,144
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-06-30133891517

Form 5500 Responses for KIMBALL ELECTRONICS RETIREMENT PLAN

2023: KIMBALL ELECTRONICS RETIREMENT PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Submission has been amendedNo
2023-07-01This submission is the final filingNo
2023-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-07-01Plan is a collectively bargained planNo
2023-07-01Plan funding arrangement – TrustYes
2023-07-01Plan benefit arrangement - TrustYes
2022: KIMBALL ELECTRONICS RETIREMENT PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: KIMBALL ELECTRONICS RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: KIMBALL ELECTRONICS RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2017: KIMBALL ELECTRONICS RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: KIMBALL ELECTRONICS RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: KIMBALL ELECTRONICS RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: KIMBALL ELECTRONICS RETIREMENT PLAN 2014 form 5500 responses
2014-10-31Type of plan entitySingle employer plan
2014-10-31First time form 5500 has been submittedYes
2014-10-31Submission has been amendedNo
2014-10-31This submission is the final filingNo
2014-10-31This return/report is a short plan year return/report (less than 12 months)Yes
2014-10-31Plan is a collectively bargained planNo
2014-10-31Plan funding arrangement – TrustYes
2014-10-31Plan benefit arrangement - TrustYes

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