2023 Form 5500 filing — Kellogg Supply, Inc. 401(K) 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 20241001152442NAL0004145587001) for Kellogg Supply, Inc. 401(K) Plan, reported by Kellogg Supply, Inc. under EIN 95-2038255 and plan number 001. It reports 252 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001152442NAL0004145587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kellogg Supply, Inc.
- EIN
- 95-2038255
- Plan number
- 001
- Location
- Carson, CA
- Participants
- 252
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,259,070
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,259,070
- Employer contributions
- $551,927
- Participant contributions
- $1,036,219
- Total income / additions
- $4,744,523
- Benefits paid
- $581,077
- Administrative expenses
- $62,358
- Total expenses
- $658,401
- Net increase / (decrease)
- $4,086,122
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $41,690 | not reported in the loaded dataset |
| Pension Benefits Unlimited | TPA | $15,705 | not reported in the loaded dataset |
| Windes Inc | AUDITOR | $13,300 | not reported in the loaded dataset |
| Empower Advisory Group | ASSET MANAGEMENT | $6,749 | not reported in the loaded dataset |
| Fiduciary Outsourcing LLC | OTHER | $10 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $0 | not reported in the loaded dataset |