Kee Safety, Inc. Retirement Plan — Form 5500 plan (Kee Safety, Inc.)

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, Kee Safety, Inc. Retirement Plan is a benefit plan reported by Kee Safety, Inc. under EIN 16-1170198 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $15,219,043 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kee Safety, Inc.
EIN
16-1170198
Plan number
001
Plan type
2
Location
Buffalo, NY
Latest filing year
2023
Participants
331
End-of-year plan assets
$15,219,043

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023331H, C20241015152158NAL0014951667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,219,043
Net assets (EOY)
$15,219,043
Net assets (BOY)
$11,798,068

Income & contributions

Employer contributions
$990,574
Participant contributions
$1,249,844
Total contributions
$2,262,040
Total income / additions
$4,364,478

Expenses & distributions

Benefits paid
$911,781
Administrative expenses
$32,949
Total expenses
$943,503
Net increase / (decrease)
$3,420,975

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServiRECORDKEEPER$30,099$02023
Actuarial Consulting Services, Inc.THIRD PARTY ADMINISTRATO$10,173$02023
Lawley LLCINVESTMENT ADVISOR$5,000$02023

Related Form 5500 pages