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Employer · plans filed under one EIN

Kenmark Optical, Inc.

Louisville, KY · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$42.9Mnet assets across plans
275participant records170 active
$618Kemployer contributions, latest plan years$3,638 per active record
$33KSchedule C compensation to organisations$120.01 per participant record

Kenmark Optical, Inc., based in Louisville, Kentucky, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 275 participant records and $42.9M in net assets.

The largest is Kenmark Optical, Inc. 401(k) Profit Sharing Plan, a 401(k) plan with 153 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $618K and participant contributions $349K in the latest plan years; benefits paid were $4.5M. Schedule C compensation reported to service provider organisations totalled $33K.

Combined net assets moved from $8.4M in 2009 to $42.9M in 2024 (up 414%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Kenmark Optical, Inc. 401(k) Profit Sharing Plan401(k) plan2024153$9.3M$60,568$0$33K
Kenmark Optical, Inc. Employee Stock Ownership Planemployee stock ownership plan2024122$33.6M$275,727$8,711$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $8.4M2010: $10.3M2011: $12.6M2012: $15.2M2013: $16.2M2014: $18.6M2015: $19.7M2016: $22.4M2017: $19.9M2018: $17.0M2019: $17.8M2020: $34.0M2021: $38.5M2022: $34.8M2023: $37.7M2024: $42.9M$8.4M$42.9M20092012201620202024
Combined net assets
2009: 4292010: 4112011: 4232012: 4272013: 4282014: 4312015: 4362016: 4372017: 4112018: 3472019: 3182020: 3002021: 3032022: 3022023: 2902024: 27542943727520092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242275$42.9M$618K$349K
20232290$37.7M$1.3M$451K
20222302$34.8M$898K$442K
20212303$38.5M$976K$498K
20202300$34.0M$998K$414K
20192318$17.8M$1.2M$334K
20182347$17.0M$1.3M$366K
20172411$19.9M$1.4M$365K
20162437$22.4M$1.3M$370K
20152436$19.7M$1.1M$384K
20142431$18.6M$1.5M$387K
20132428$16.2M$1.7M$402K
20122427$15.2M$2.4M$455K
20112423$12.6M$2.5M$459K
20102411$10.3M$1.8M$455K
20092429$8.4M$2.4M$432K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Wells Fargo Advisors LLCInvestment advisory (plan)1$31,776
Capital Group Retirement Plan Svcs.Trustee (directed); Other services; Participant loan processing1$1,226

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Wells Fargo Advisors LLC$32K
Capital Group Retirement Plan Svcs.$1,226

Questions and answers

How many retirement plans does Kenmark Optical, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Kenmark Optical, Inc. 401(k) Profit Sharing Plan and Kenmark Optical, Inc. Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Kenmark Optical, Inc. contribute to its plans?

$618,491 in employer contributions across these plans in their latest plan years, about $3,638 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Wells Fargo Advisors LLC and Capital Group Retirement Plan Svcs.. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.