2023 Form 5500 filing — Kelly Generator & Equipment, Inc. Profit Sharing 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 20250515100120NAL0019431937001) for Kelly Generator & Equipment, Inc. Profit Sharing Plan, reported by Kelly Generator & Equipment, Inc. under EIN 52-1250908 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250515100120NAL0019431937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kelly Generator & Equipment, Inc.
- EIN
- 52-1250908
- Plan number
- 001
- Location
- Owings, MD
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,128,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,128,597
- Employer contributions
- $677,927
- Participant contributions
- $510,299
- Total income / additions
- $2,445,724
- Benefits paid
- $628,730
- Administrative expenses
- $40,278
- Total expenses
- $699,535
- Net increase / (decrease)
- $1,746,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Continuum Advisory, LLC | NONE | $37,125 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $3,153 | not reported in the loaded dataset |