2023 Form 5500 filing — Kee Safety, Inc. Retirement 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 20241015152158NAL0014951667001) for Kee Safety, Inc. Retirement Plan, reported by Kee Safety, Inc. under EIN 16-1170198 and plan number 001. It reports 331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152158NAL0014951667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kee Safety, Inc.
- EIN
- 16-1170198
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,219,043
- Net assets (EOY)
- $15,219,043
- Employer contributions
- $990,574
- Participant contributions
- $1,249,844
- Total income / additions
- $4,364,478
- Benefits paid
- $911,781
- Administrative expenses
- $32,949
- Total expenses
- $943,503
- Net increase / (decrease)
- $3,420,975
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $30,099 | $0 |
| Actuarial Consulting Services, Inc. | THIRD PARTY ADMINISTRATO | $10,173 | $0 |
| Lawley LLC | INVESTMENT ADVISOR | $5,000 | $0 |