Kelly Mitchell Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kelly Mitchell Group, 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 Mitchell Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kelly Mitchell Group, Inc. under EIN 43-1810274 and plan number 001. The latest loaded filing year is 2023. The filing reports 865 participants and $13,670,496 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly Mitchell Group, Inc.
- EIN
- 43-1810274
- Plan number
- 001
- Plan type
- 2
- Location
- St Louis, MO
- Latest filing year
- 2023
- Participants
- 865
- End-of-year plan assets
- $13,670,496
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 865 | H, C | 20240731204020NAL0022390113001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,670,496
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,670,496
- Net assets (BOY)
- $11,570,227
Income & contributions
- Participant contributions
- $1,632,170
- Total contributions
- $1,928,442
- Total income / additions
- $4,021,252
Expenses & distributions
- Benefits paid
- $1,845,214
- Administrative expenses
- $70,911
- Total expenses
- $1,920,983
- Net increase / (decrease)
- $2,100,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,910 | $0 | 2023 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $19,726 | 2023 |
| Moneta Group LLC | INVESTMENT ADVISORY | $0 | $10,488 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kelly Mitchell Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St Louis, MO
- Principal Life Insurance Company — Schedule C compensation
- Edward Jones — Schedule C compensation
- Moneta Group LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation