The Kendall Group Employee Stock Ownership Plan — Form 5500 plan (The Kendall Group Employee Stock Ownership Plan)

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, The Kendall Group Employee Stock Ownership Plan is a benefit plan reported by The Kendall Group Employee Stock Ownership Plan under EIN 38-2023622 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,056 participants and $808,091,077 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Kendall Group Employee Stock Ownership Plan
EIN
38-2023622
Plan number
003
Plan type
2
Location
Portage, MI
Latest filing year
2023
Participants
2,056
End-of-year plan assets
$808,091,077

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,056H, C20250711135028NAL0009669888001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$808,091,077
Total liabilities (EOY)
$0
Net assets (EOY)
$808,091,077
Net assets (BOY)
$725,583,306

Income & contributions

Employer contributions
$3,927
Total contributions
$16,101,438
Total income / additions
$170,140,709

Expenses & distributions

Benefits paid
$87,627,722
Administrative expenses
$5,216
Total expenses
$87,632,938
Net increase / (decrease)
$82,507,771

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance Strategies, LLCNONE$5,216not reported in the loaded dataset2023

Related Form 5500 pages