2023 Form 5500 filing — Kenco Management Services, LLC 401(K) Employee 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 20240920132759NAL0007522785001) for Kenco Management Services, LLC 401(K) Employee Savings Plan, reported by Kenco Management Services, LLC under EIN 26-1454906 and plan number 001. It reports 6,653 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920132759NAL0007522785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenco Management Services, LLC
- EIN
- 26-1454906
- Plan number
- 001
- Location
- Chattanooga, TN
- Participants
- 6,653
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,994,655
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,994,655
- Employer contributions
- $6,508,581
- Participant contributions
- $13,172,786
- Total income / additions
- $38,574,933
- Benefits paid
- $16,092,791
- Administrative expenses
- $502,185
- Total expenses
- $16,762,692
- Net increase / (decrease)
- $21,812,241
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $503,485 | $0 |