The Kelleher Corporation — 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, The Kelleher Corporation (EIN 94-2185173) is a plan sponsor located in San Rafael, CA with 2 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
94-2185173
Location
San Rafael, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$22,208,915
Total reported liabilities (EOY)
$65,391
Total reported net assets (EOY)
$22,143,524

Contributions & income

Employer contributions
$282,703
Participant contributions
$947,516
Total income / additions
$4,841,795

Expenses & distributions

Benefits paid / distributions
$1,857,625
Total expenses
$1,941,983
Net increase / (decrease)
$2,899,812

Coverage

Total reported participants
589
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

The Kelleher Corporation plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
The Kelleher Corporation Retirement Savings Plan002314$22,208,9152023
The Kelleher Corporation Health And Welfare Plan502275not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Kelleher Corporation
YearPlanParticipantsSchedulesFiling
2023The Kelleher Corporation Health And Welfare Plan27520241007102534NAL0031474626001
2023The Kelleher Corporation Retirement Savings Plan314H, C20241011101225NAL0036617264001

Related Form 5500 pages