Kelley Connect 401(K) Profit Sharing Plan — Form 5500 plan (Kelley Connect Co.)
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, Kelley Connect 401(K) Profit Sharing Plan is a benefit plan reported by Kelley Connect Co. under EIN 26-3968773 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $15,724,939 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelley Connect Co.
- EIN
- 26-3968773
- Plan number
- 001
- Plan type
- 2
- Location
- Kent, WA
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $15,724,939
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20241014182752NAL0053523714001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,724,939
- Net assets (EOY)
- $15,724,939
- Net assets (BOY)
- $11,816,615
Income & contributions
- Employer contributions
- $766,642
- Participant contributions
- $1,966,059
- Total contributions
- $2,975,115
- Total income / additions
- $5,059,707
Expenses & distributions
- Benefits paid
- $1,118,408
- Administrative expenses
- $32,975
- Total expenses
- $1,151,383
- Net increase / (decrease)
- $3,908,324
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hunnex And Shoemaker | CONTRACT ADMIN | $23,347 | $0 | 2023 |
| Stancorp | RECORDKEEPER | $16,136 | $0 | 2023 |