Kelly & Associates Insurance Group, Inc. 401k Plan — Form 5500 plan (Kelly & Associates Insurance 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 & Associates Insurance Group, Inc. 401k Plan is a benefit plan reported by Kelly & Associates Insurance Group, Inc. under EIN 52-1066374 and plan number 001. The latest loaded filing year is 2023. The filing reports 599 participants and $58,538,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelly & Associates Insurance Group, Inc.
- EIN
- 52-1066374
- Plan number
- 001
- Plan type
- 2
- Location
- Sparks, MD
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $58,538,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20240923161827NAL0020862672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,538,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,538,742
- Net assets (BOY)
- $48,710,975
Income & contributions
- Employer contributions
- $994,945
- Participant contributions
- $2,723,958
- Total contributions
- $4,045,569
- Total income / additions
- $12,685,552
Expenses & distributions
- Benefits paid
- $2,675,570
- Administrative expenses
- $182,215
- Total expenses
- $2,857,785
- Net increase / (decrease)
- $9,827,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $138,534 | $0 | 2023 |
| Lpl Financial LLC-Rpcp | INVESTMENT ADVISORY | $23,965 | $35 | 2023 |
| Katzabosch | ACCOUNTANT | $20,700 | $0 | 2023 |
| Columbia Benefits Consultants Inc | OTHER SERVICES | $1,350 | $17,484 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kelly & Associates Insurance Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Sparks, MD
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC-Rpcp — Schedule C compensation
- Katzabosch — Schedule C compensation
- Columbia Benefits Consultants Inc — Schedule C compensation