2023 Form 5500 filing — Kelly Tractor Co. Savings & Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240725125951NAL0014102097001) for Kelly Tractor Co. Savings & Profit Sharing Plan, reported by Kelly Tractor Co. under EIN 59-0197630 and plan number 001. It reports 522 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240725125951NAL0014102097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Tractor Co.
- EIN
- 59-0197630
- Plan number
- 001
- Location
- Miami, FL
- Participants
- 522
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,646,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,646,686
- Employer contributions
- $1,762,472
- Participant contributions
- $1,933,442
- Total income / additions
- $12,778,885
- Benefits paid
- $2,060,980
- Administrative expenses
- $158,953
- Total expenses
- $2,265,369
- Net increase / (decrease)
- $10,513,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance Co. | RECORD KEEPER | $158,893 | $108,190 |