Plan5500

The Kendal Corporation 403(B) Plan — Form 5500 plan (The Kendal Corporation)

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, The Kendal Corporation 403(B) Plan is a benefit plan reported by The Kendal Corporation under EIN 23-2688382 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,167 participants and $66,496,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Kendal Corporation
EIN
23-2688382
Plan number
003
Plan type
2
Location
Newark, DE
Latest filing year
2023
Participants
3,167
End-of-year plan assets
$66,496,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,167H, C20241010141226NAL0010105027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,496,052
Total liabilities (EOY)
$0
Net assets (EOY)
$66,496,052
Net assets (BOY)
$50,596,114

Income & contributions

Employer contributions
$2,078,202
Participant contributions
$5,571,200
Total contributions
$14,603,079
Total income / additions
$23,239,701

Expenses & distributions

Benefits paid
$7,114,913
Administrative expenses
$188,947
Total expenses
$7,339,763
Net increase / (decrease)
$15,899,938

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$188,947$02023

Related Form 5500 pages