Kelley Williamson Company Profit Sharing Plan — Form 5500 plan (Kelley Williamson Company)
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 Williamson Company Profit Sharing Plan is a benefit plan reported by Kelley Williamson Company under EIN 36-1314080 and plan number 001. The latest loaded filing year is 2023. The filing reports 393 participants and $10,909,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelley Williamson Company
- EIN
- 36-1314080
- Plan number
- 001
- Plan type
- 2
- Location
- Rockford, IL
- Latest filing year
- 2023
- Participants
- 393
- End-of-year plan assets
- $10,909,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 393 | H, C | 20240703080027NAL0009171040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,909,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,909,838
- Net assets (BOY)
- $8,714,184
Income & contributions
- Employer contributions
- $220,000
- Participant contributions
- $666,383
- Total contributions
- $892,682
- Total income / additions
- $2,555,800
Expenses & distributions
- Benefits paid
- $346,291
- Administrative expenses
- $13,855
- Total expenses
- $360,146
- Net increase / (decrease)
- $2,195,654
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Harbour Investments Inc | INVESTMENT ADVISORY | $0 | $20,000 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $13,855 | $0 | 2023 |