Plan5500

2023 Form 5500 filing — Kpmg 401(K) 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 20241014105512NAL0014798563001) for Kpmg 401(K) Capital Accumulation Plan, reported by Kpmg Llp under EIN 13-5565207 and plan number 011. It reports 56,665 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014105512NAL0014798563001
Filing year
2023
Form type
2
Plan sponsor
Kpmg Llp
EIN
13-5565207
Plan number
011
Location
Montvale, NJ
Participants
56,665
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,941,969,660
Total liabilities (EOY)
$4,491,615
Net assets (EOY)
$8,937,478,045
Employer contributions
$379,319,314
Participant contributions
$466,357,350
Total income / additions
$2,293,147,933
Benefits paid
$576,385,285
Administrative expenses
$2,461,180
Total expenses
$578,846,465
Net increase / (decrease)
$1,714,301,468
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Merrill Lynch, Pierce, FennerRECORDKEEPER$1,865,784not reported in the loaded dataset
Rocaton Inv AdvCONSULTANT$418,025not reported in the loaded dataset
Grant Thornton LlpCONSULTANT$99,320not reported in the loaded dataset
Willkie Farr & GallagherOTHER$87,414not reported in the loaded dataset
Herron PalmerCONSULTANT$76,717not reported in the loaded dataset
Willis Towers WatsonCONSULTANT$20,278not reported in the loaded dataset
United Forms FinishingOTHER$7,354not reported in the loaded dataset

Related Form 5500 pages