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, Kpmg Personal Account For Retirement Plan is a benefit plan reported by Kpmg Llp C/O Total Rewards Dept under EIN 13-5565207 and plan number 013. The latest loaded filing year is 2023. The filing reports 2,198 participants and $279,310,363 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $279,310,363
- Total liabilities (EOY)
- $97,746
- Net assets (EOY)
- $279,212,617
- Net assets (BOY)
- $288,487,644
Income & contributions
- Total income / additions
- $26,741,852
Expenses & distributions
- Benefits paid
- $35,910,160
- Administrative expenses
- $106,719
- Total expenses
- $36,016,879
- Net increase / (decrease)
- -$9,275,027