W.M. Kelley Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (W.M. Kelley Company, 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, W.M. Kelley Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by W.M. Kelley Company, Inc. under EIN 35-1659138 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $4,386,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- W.M. Kelley Company, Inc.
- EIN
- 35-1659138
- Plan number
- 001
- Plan type
- 2
- Location
- New Albany, IN
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $4,386,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | I | 20240909095144NAL0005340001001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,386,617
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,386,617
- Net assets (BOY)
- $3,626,008
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $321,427
- Total income / additions
- $1,021,469
Expenses & distributions
- Benefits paid
- $242,090
- Administrative expenses
- $14,546
- Total expenses
- $260,860
- Net increase / (decrease)
- $760,609
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.