Plain-English plan 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, Kelly & Picerne, Inc. Savings & Retirement Plan is a benefit plan reported by Kelly & Picerne, Inc. under EIN 05-0243936 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $31,820,824 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,820,824
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,820,824
- Net assets (BOY)
- $26,971,028
Income & contributions
- Employer contributions
- $649,360
- Participant contributions
- $2,129,078
- Total contributions
- $2,778,438
- Total income / additions
- $8,448,699
Expenses & distributions
- Benefits paid
- $3,596,781
- Administrative expenses
- $2,122
- Total expenses
- $3,598,903
- Net increase / (decrease)
- $4,849,796