Kellermeyer Bergensons Services Savings & Protection Plan — Form 5500 plan (Kellermeyer Bergensons Services, LLC)

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, Kellermeyer Bergensons Services Savings & Protection Plan is a benefit plan reported by Kellermeyer Bergensons Services, LLC under EIN 36-4431179 and plan number 002. The latest loaded filing year is 2023. The filing reports 26,780 participants and $20,820,445 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kellermeyer Bergensons Services, LLC
EIN
36-4431179
Plan number
002
Plan type
2
Location
Oceanside, CA
Latest filing year
2023
Participants
26,780
End-of-year plan assets
$20,820,445

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202326,780H, C20241015194003NAL0051103792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,820,445
Total liabilities (EOY)
$0
Net assets (EOY)
$20,820,445
Net assets (BOY)
$17,991,544

Income & contributions

Employer contributions
$370,273
Participant contributions
$2,516,508
Total contributions
$3,421,136
Total income / additions
$6,385,749

Expenses & distributions

Benefits paid
$3,466,856
Administrative expenses
$85,839
Total expenses
$3,556,848
Net increase / (decrease)
$2,828,901

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$85,839$02023

Related Form 5500 pages