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KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameKIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 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.
  • 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 MANAGEMENT INC has sponsored the creation of one or more 401k plans.

Company Name:KIMBALL MANAGEMENT INC
Employer identification number (EIN):753138111
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES KIMBALL2024-07-30
0012022-01-01JAMES KIMBALL2023-03-29
0012021-01-01JAMES KIMBALL2022-06-16
0012020-01-01JAMES KIMBALL2021-07-27
0012018-01-01JAMES KIMBALL2019-04-25
0012017-01-01JAMES KIMBALL2018-06-19
0012016-01-01JAMES KIMBALL2017-07-06
0012015-01-01JAMES KIMBALL2016-06-22

Plan Statistics for KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-318
Total number of particpants at end of year2025-07-317
Number of Participants With Account Balances2025-07-313
2024: KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-309
Total number of particpants at end of year2024-07-308
Number of Participants With Account Balances2024-07-303

Financial Data on KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-31666
Net assets as of the end of the plan year2025-07-31266477
Total assets as of the beginning of the plan year2025-07-31192348
Participant contributions to plan in this plan year2025-07-3134100
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3140695
Plan net income in this plan year2025-07-3174129
Net assets as of the end of the plan year2025-07-31266477
Net assets as of the beginning of the plan year2025-07-31192348
Employer contributions to plan in this plan year2025-07-310
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31666
2024 : KIMBALL MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-30359
Net assets as of the end of the plan year2024-07-30192348
Total assets as of the beginning of the plan year2024-07-30128235
Participant contributions to plan in this plan year2024-07-3033300
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-3031172
Plan net income in this plan year2024-07-3064113
Net assets as of the end of the plan year2024-07-30192348
Net assets as of the beginning of the plan year2024-07-30128235
Employer contributions to plan in this plan year2024-07-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30359

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