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 Construction, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Kelley Construction, Inc under EIN 61-0928594 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $13,420,236 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,420,236
- Net assets (EOY)
- $13,420,236
- Net assets (BOY)
- $11,269,769
Income & contributions
- Employer contributions
- $636,895
- Participant contributions
- $703,474
- Total contributions
- $1,389,915
- Total income / additions
- $3,441,378
Expenses & distributions
- Benefits paid
- $1,223,886
- Administrative expenses
- $67,025
- Total expenses
- $1,290,911
- Net increase / (decrease)
- $2,150,467