2023 Form 5500 filing — Kaley Group, Inc./Krsm Inc. 401(K) 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 20250715081950NAL0001826753001) for Kaley Group, Inc./Krsm Inc. 401(K) Profit Sharing Plan, reported by Kaley Group, Inc. under EIN 55-0754089 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715081950NAL0001826753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kaley Group, Inc.
- EIN
- 55-0754089
- Plan number
- 001
- Location
- Wheeling, WV
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,902,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,902,054
- Employer contributions
- $379,485
- Participant contributions
- $824,553
- Total income / additions
- $4,732,710
- Benefits paid
- $958,835
- Administrative expenses
- $58,511
- Total expenses
- $1,017,346
- Net increase / (decrease)
- $3,715,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James & Associates Inc | INVESTMENT ADVISOR | $37,753 | not reported in the loaded dataset |
| Perry & Associates Cpas A.C. | OTHER | $10,000 | not reported in the loaded dataset |
| Metro Benefits Inc | CONTRACT ADMIN | $9,045 | $0 |