Kendall Electric, Inc. Profit Sharing Plan — Form 5500 plan (Kendall Electric, 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, Kendall Electric, Inc. Profit Sharing Plan is a benefit plan reported by Kendall Electric, Inc. under EIN 38-2023622 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,785 participants and $213,543,585 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kendall Electric, Inc.
EIN
38-2023622
Plan number
002
Plan type
2
Location
Portage, MI
Latest filing year
2023
Participants
1,785
End-of-year plan assets
$213,543,585

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,785H, C20241009075847NAL0017999153001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$213,543,585
Total liabilities (EOY)
$0
Net assets (EOY)
$213,543,585
Net assets (BOY)
$189,620,059

Income & contributions

Employer contributions
$1,538,766
Participant contributions
$9,963,579
Total contributions
$15,617,551
Total income / additions
$50,994,709

Expenses & distributions

Benefits paid
$26,941,862
Administrative expenses
$88,596
Total expenses
$27,071,183
Net increase / (decrease)
$23,923,526

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$71,679not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$16,917$02023

Related Form 5500 pages