2023 Form 5500 filing — Kelly Management Corporation Tax-Advantaged Capital Accumulation 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 20241001151947NAL0003409411001) for Kelly Management Corporation Tax-Advantaged Capital Accumulation Plan, reported by Kelly Management Corp under EIN 59-1479869 and plan number 004. It reports 526 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001151947NAL0003409411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Management Corp
- EIN
- 59-1479869
- Plan number
- 004
- Location
- Emmaus, PA
- Participants
- 526
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,822,120
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,822,120
- Employer contributions
- $595,841
- Participant contributions
- $1,839,747
- Total income / additions
- $5,403,226
- Benefits paid
- $2,237,644
- Administrative expenses
- $29,067
- Total expenses
- $2,266,711
- Net increase / (decrease)
- $3,136,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lawrence F. Tornetta LLC | ACCOUNTANT/AUDITOR | $16,800 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $12,267 | $0 |