2023 Form 5500 filing — Jh Kelly Holdings LLC Union 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 20241015212204NAL0029693377001) for Jh Kelly Holdings LLC Union 401(K) Plan, reported by Jh Kelly Holdings LLC under EIN 91-1704136 and plan number 002. It reports 1,732 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212204NAL0029693377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jh Kelly Holdings LLC
- EIN
- 91-1704136
- Plan number
- 002
- Location
- Longview, WA
- Participants
- 1,732
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,723,266
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,723,266
- Employer contributions
- $0
- Participant contributions
- $1,983,760
- Total income / additions
- $7,230,064
- Benefits paid
- $3,034,920
- Administrative expenses
- -$43,944
- Total expenses
- $3,012,231
- Net increase / (decrease)
- $4,217,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $12,591 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$56,523 | $0 |