2023 Form 5500 filing — Kelsey-Seybold 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 20241010160513NAL0041463442001) for Kelsey-Seybold 401(K) Plan, reported by Ks Management Services, L.L.C. under EIN 76-0602862 and plan number 002. It reports 6,950 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010160513NAL0041463442001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ks Management Services, L.L.C.
- EIN
- 76-0602862
- Plan number
- 002
- Location
- Minnetonka, MN
- Participants
- 6,950
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $661,459,215
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $661,459,215
- Employer contributions
- $14,591,467
- Participant contributions
- $38,868,115
- Total income / additions
- $159,299,421
- Benefits paid
- $46,868,205
- Administrative expenses
- $432,870
- Total expenses
- $47,319,710
- Net increase / (decrease)
- $111,979,711
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance | RECORDKEEPER | $326,154 | $0 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $17,361 | not reported in the loaded dataset |
| Prudential Inv Mgmt Services, LLC | BROKERAGE | $2,918 | $4,839 |
| Fidelity Invest Inst Co., LLC | RECORDKEEPER | $3,658 | $0 |
| National Financial Services, LLC | RECORDKEEPER | $0 | $262 |