Kpmg Partner Retirement Savings Plan — Form 5500 plan (Kpmg Llp C/O Total Rewards Dept)
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 Partner Retirement Savings Plan is a benefit plan reported by Kpmg Llp C/O Total Rewards Dept under EIN 13-5565207 and plan number 017. The latest loaded filing year is 2023. The filing reports 2,940 participants and $529,416,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kpmg Llp C/O Total Rewards Dept
- EIN
- 13-5565207
- Plan number
- 017
- Plan type
- 2
- Location
- Montvale, NJ
- Latest filing year
- 2023
- Participants
- 2,940
- End-of-year plan assets
- $529,416,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,940 | H, C | 20241223142503NAL0009417521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $529,416,194
- Total liabilities (EOY)
- $227,571
- Net assets (EOY)
- $529,188,623
- Net assets (BOY)
- $536,330,493
Income & contributions
- Total income / additions
- $53,917,843
Expenses & distributions
- Benefits paid
- $60,896,832
- Administrative expenses
- $162,881
- Total expenses
- $61,059,713
- Net increase / (decrease)
- -$7,141,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | NONE | $126,898 | not reported in the loaded dataset | 2023 |
| Rocaton Inv Adv | NONE | $24,848 | not reported in the loaded dataset | 2023 |
| Willkie Farr & Gallagher Llp | NONE | $14,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kpmg Llp C/O Total Rewards Dept
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Montvale, NJ
- Merrill Lynch,Pierce,Fenner & Smith — Schedule C compensation
- Rocaton Inv Adv — Schedule C compensation
- Willkie Farr & Gallagher Llp — Schedule C compensation