Plan5500

Kelley Bean Co. Inc., Employee Stock Ownership Plan — Form 5500 plan (Kelley Bean Co. 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, Kelley Bean Co. Inc., Employee Stock Ownership Plan is a benefit plan reported by Kelley Bean Co. Inc. under EIN 47-0356830 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $30,350,427 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kelley Bean Co. Inc.
EIN
47-0356830
Plan number
001
Plan type
2
Location
Scottsbluff, NE
Latest filing year
2023
Participants
205
End-of-year plan assets
$30,350,427

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20250117111326NAL0041190512001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,350,427
Total liabilities (EOY)
$127,302
Net assets (EOY)
$30,223,125
Net assets (BOY)
$27,354,416

Income & contributions

Employer contributions
$1,790,354
Total contributions
$1,790,354
Total income / additions
$4,656,624

Expenses & distributions

Benefits paid
$1,546,341
Administrative expenses
$241,574
Total expenses
$1,787,915
Net increase / (decrease)
$2,868,709

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
WestwoodINVESTMENT MANAGEMENT$80,617not reported in the loaded dataset2023
Benefit Plans, Inc.CONTRACT ADMINISTRATOR$10,000not reported in the loaded dataset2023

Related Form 5500 pages