2023 Form 5500 filing — Kelly Box And Packaging Corp. 401(K) Savings 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 20240916152008NAL0000713523001) for Kelly Box And Packaging Corp. 401(K) Savings Plan, reported by Kelly Box And Packaging, Corp. under EIN 35-0946124 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916152008NAL0000713523001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Box And Packaging, Corp.
- EIN
- 35-0946124
- Plan number
- 001
- Location
- Fort Wayne, IN
- Participants
- 171
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,665,620
- Total liabilities (EOY)
- $5,485
- Net assets (EOY)
- $7,660,135
- Employer contributions
- $260,967
- Participant contributions
- $312,273
- Total income / additions
- $1,591,758
- Benefits paid
- $1,295,747
- Administrative expenses
- $63,320
- Total expenses
- $1,359,067
- Net increase / (decrease)
- $232,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sym Financial Corporation | NONE | $35,641 | not reported in the loaded dataset |
| Riversedge Advanced Retirement Solu | NONE | $16,500 | not reported in the loaded dataset |
| Baden Gage & Schroeder, LLC | NONE | $9,100 | not reported in the loaded dataset |