Kelley Williamson Company — 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, Kelley Williamson Company (EIN 36-1314080) is a plan sponsor located in Rockford, IL with 5 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
- 36-1314080
- Location
- Rockford, IL
- Loaded plans
- 5
- Total reported participants
- 990
- Total reported plan assets (EOY)
- $10,909,838
- Plans with financial data
- 1
- Plans with provider compensation
- 1
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Kelley Williamson Company Profit Sharing Plan | 001 | 393 | $10,909,838 | 2023 |
| Kelley Williamson Co Vision Plan | 507 | 205 | not reported in the loaded dataset | 2023 |
| Kelley Williamson Co Life Insurance | 506 | 171 | not reported in the loaded dataset | 2023 |
| Kelley Williamson Co Dental | 508 | 118 | not reported in the loaded dataset | 2023 |
| Kelley Williamson Co Health Insurance | 705 | 103 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Kelley Williamson Company Profit Sharing Plan | 393 | H, C | 20240703080027NAL0009171040001 |
| 2023 | Kelley Williamson Co Health Insurance | 103 | — | 20240731092837NAL0036193840001 |
| 2023 | Kelley Williamson Co Vision Plan | 205 | — | 20240731094941NAL0022031489001 |
| 2023 | Kelley Williamson Co Dental | 118 | — | 20240731100731NAL0048179218001 |
| 2023 | Kelley Williamson Co Life Insurance | 171 | — | 20240731103732NAL0022087185001 |