2023 Form 5500 filing — Kelley Companies 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 20250314110016NAL0011790003001) for Kelley Companies Retirement Plan, reported by Kelley Brothers Contractors, Inc. under EIN 64-0502135 and plan number 333. It reports 221 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.6MReported net assets$5,623,138
Participants221
Provider compensation$29.9K2 Schedule C row(s)$29,896
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250314110016NAL0011790003001
- Plan sponsor
- Kelley Brothers Contractors, Inc.
- EIN
- 64-0502135
- Plan number
- 333
- Location
- Waynesboro, MS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,623,138
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,623,138
- Employer contributions
- $144,424
- Participant contributions
- $301,787
- Total income / additions
- $1,176,581
- Benefits paid
- $185,898
- Administrative expenses
- $29,893
- Total expenses
- $251,641
- Net increase / (decrease)
- $924,940
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,569 | $0 |
| Client One Securities, LLC | INVESTMENT ADVISORY | $12,321 | $6 |