W.M. Kelley Company, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by W.M. Kelley Company, Inc. under EIN 35-1659138 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $11,795,100 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
- 002
- Plan type
- 2
- Location
- New Albany, IN
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $11,795,100
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | I | 20240827131431NAL0010644337001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,795,100
- Total liabilities (EOY)
- $7,212,714
- Net assets (EOY)
- $4,582,386
- Net assets (BOY)
- $4,466,608
Income & contributions
- Employer contributions
- $544,194
- Total income / additions
- $444,194
Expenses & distributions
- Benefits paid
- $105,561
- Total expenses
- $328,416
- Net increase / (decrease)
- $115,778
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.