Plan5500

Kaleo, Inc. 401(K) Plan — Form 5500 plan (Kaleo, 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, Kaleo, Inc. 401(K) Plan is a benefit plan reported by Kaleo, Inc. under EIN 26-4174212 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $20,294,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kaleo, Inc.
EIN
26-4174212
Plan number
001
Plan type
2
Location
Richmond, VA
Latest filing year
2023
Participants
293
End-of-year plan assets
$20,294,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023293H, C20240822131045NAL0009053184002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,294,564
Net assets (EOY)
$20,294,564
Net assets (BOY)
$18,176,569

Income & contributions

Employer contributions
$684,698
Participant contributions
$2,013,432
Total contributions
$2,909,751
Total income / additions
$6,200,295

Expenses & distributions

Benefits paid
$4,017,810
Administrative expenses
$63,634
Total expenses
$4,082,300
Net increase / (decrease)
$2,117,995

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
OnedigitalINVESTMENT ADVISOR$47,040not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$8,989$02023
Mvp Plan Administrators, Inc.CONTRACT ADMINISTRATOR$7,605not reported in the loaded dataset2023

Related Form 5500 pages