Kelton Enterprises, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kelton Enterprises, LLC (EIN 16-1573692) is a plan sponsor located in Amherst, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
16-1573692
Location
Amherst, NY
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,287,542
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$5,287,542

Contributions & income

Employer contributions
$141,014
Participant contributions
$281,309
Total income / additions
$1,259,090

Expenses & distributions

Benefits paid / distributions
$171,781
Total expenses
$188,379
Net increase / (decrease)
$1,070,711

Coverage

Total reported participants
320
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Kelton Enterprises, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kelton Enterprises, LLC 401(K) Profit Sharing Plan001320$5,287,5422023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kelton Enterprises, LLC
YearPlanParticipantsSchedulesFiling
2023Kelton Enterprises, LLC 401(K) Profit Sharing Plan320H, C20241001132036NAL0003293875001

Related Form 5500 pages