Kelly Box And Packaging Corp. 401(K) Savings Plan — Form 5500 plan (Kelly Box And Packaging, Corp.)
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, Kelly Box And Packaging Corp. 401(K) Savings Plan is a benefit plan reported by Kelly Box And Packaging, Corp. under EIN 35-0946124 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $7,665,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Box And Packaging, Corp.
- EIN
- 35-0946124
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $7,665,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20240916152008NAL0000713523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,665,620
- Total liabilities (EOY)
- $5,485
- Net assets (EOY)
- $7,660,135
- Net assets (BOY)
- $7,427,444
Income & contributions
- Employer contributions
- $260,967
- Participant contributions
- $312,273
- Total contributions
- $573,240
- Total income / additions
- $1,591,758
Expenses & distributions
- Benefits paid
- $1,295,747
- Administrative expenses
- $63,320
- Total expenses
- $1,359,067
- Net increase / (decrease)
- $232,691
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sym Financial Corporation | NONE | $35,641 | not reported in the loaded dataset | 2023 |
| Riversedge Advanced Retirement Solu | NONE | $16,500 | not reported in the loaded dataset | 2023 |
| Baden Gage & Schroeder, LLC | NONE | $9,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kelly Box And Packaging, Corp.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Sym Financial Corporation — Schedule C compensation
- Riversedge Advanced Retirement Solu — Schedule C compensation
- Baden Gage & Schroeder, LLC — Schedule C compensation