2023 Form 5500 filing — Kelly Mitchell Group, Inc. 401(K) 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 20240731204020NAL0022390113001) for Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan, reported by Kelly Mitchell Group, Inc. under EIN 43-1810274 and plan number 001. It reports 865 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731204020NAL0022390113001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Mitchell Group, Inc.
- EIN
- 43-1810274
- Plan number
- 001
- Location
- St Louis, MO
- Participants
- 865
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,670,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,670,496
- Participant contributions
- $1,632,170
- Total income / additions
- $4,021,252
- Benefits paid
- $1,845,214
- Administrative expenses
- $70,911
- Total expenses
- $1,920,983
- Net increase / (decrease)
- $2,100,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,910 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $19,726 |
| Moneta Group LLC | INVESTMENT ADVISORY | $0 | $10,488 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |