Kelly, Scott And Madison, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Kelly, Scott And Madison, 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, Kelly, Scott And Madison, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Kelly, Scott And Madison, Inc. under EIN 36-2586788 and plan number 001. The latest loaded filing year is 2023. The filing reports 269 participants and $21,680,468 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kelly, Scott And Madison, Inc.
EIN
36-2586788
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
269
End-of-year plan assets
$21,680,468

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20241011171221NAL0039605632001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,680,468
Total liabilities (EOY)
$0
Net assets (EOY)
$21,680,468
Net assets (BOY)
$19,253,057

Income & contributions

Employer contributions
$140,082
Participant contributions
$1,008,970
Total contributions
$1,149,358
Total income / additions
$5,009,130

Expenses & distributions

Benefits paid
$2,502,715
Administrative expenses
$79,004
Total expenses
$2,581,719
Net increase / (decrease)
$2,427,411

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retir Ins & Annuity Co.RECORDKEEPER$78,953$02023
Rbc Wealth ManagementINVESTMENT BROKER$0$35,0442023

Related Form 5500 pages