Kelly Generator & Equipment, Inc. Profit Sharing Plan — Form 5500 plan (Kelly Generator & Equipment, 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 Generator & Equipment, Inc. Profit Sharing Plan is a benefit plan reported by Kelly Generator & Equipment, Inc. under EIN 52-1250908 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $8,128,597 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kelly Generator & Equipment, Inc.
EIN
52-1250908
Plan number
001
Plan type
2
Location
Owings, MD
Latest filing year
2023
Participants
125
End-of-year plan assets
$8,128,597

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20250515100120NAL0019431937001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,128,597
Total liabilities (EOY)
$0
Net assets (EOY)
$8,128,597
Net assets (BOY)
$6,382,408

Income & contributions

Employer contributions
$677,927
Participant contributions
$510,299
Total contributions
$1,302,449
Total income / additions
$2,445,724

Expenses & distributions

Benefits paid
$628,730
Administrative expenses
$40,278
Total expenses
$699,535
Net increase / (decrease)
$1,746,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Continuum Advisory, LLCNONE$37,125not reported in the loaded dataset2023
Minnesota Life Insurance CompanyNONE$3,153not reported in the loaded dataset2023

Related Form 5500 pages