2023 Form 5500 filing — Kelmar Associates, LLC 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 20241008093049NAL0029475728001) for Kelmar Associates, LLC 401(K) Plan, reported by Kelmar Associates, LLC under EIN 04-3577426 and plan number 001. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008093049NAL0029475728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelmar Associates, LLC
- EIN
- 04-3577426
- Plan number
- 001
- Location
- Wakefield, MA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,581,866
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,581,866
- Employer contributions
- $898,009
- Participant contributions
- $1,940,742
- Total income / additions
- $6,972,440
- Benefits paid
- $1,090,191
- Administrative expenses
- $82,464
- Total expenses
- $1,172,655
- Net increase / (decrease)
- $5,799,785
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | ADVISOR | $44,522 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $37,942 | $0 |